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 | $162,464 | $95,803+69.6% | $113,168+43.6% | $84,808+91.6% |
| Participation rate | 82.7% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 13.47% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,678 | $2,360-28.9% | $2,975-43.6% | $2,631-36.2% |
| Participant deferral / active EE | $9,057 | $4,242+113.5% | $5,107+77.4% | $4,212+115.1% |
| Admin fee / account holder | $35,596 | $8,989+296.0% | $12,068+195.0% | $7,344+384.7% |