See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,646 | $59,101+182.0% | $77,163+116.0% | $75,163+121.7% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.6%+19.9pp | 67.2%+22.3pp |
| Annual return | 15.03% | 26.71%-11.7pp | 37.87%-22.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,771 | $1,995+139.1% | $2,535+88.2% | $2,670+78.7% |
| Participant deferral / active EE | $6,484 | $2,999+116.2% | $3,833+69.1% | $4,125+57.2% |
| Admin fee / account holder | $5,405 | $4,774+13.2% | $5,472-1.2% | $5,651-4.4% |