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 | $149,687 | $73,787+102.9% | $98,716+51.6% | $82,448+81.6% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.3%+17.8pp | 68.1%+19.0pp |
| Annual return | 15.66% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $604 | $1,511-60.0% | $2,279-73.5% | $2,551-76.3% |
| Participant deferral / active EE | $6,307 | $3,081+104.7% | $4,048+55.8% | $4,139+52.4% |
| Admin fee / account holder | $9,058 | $6,500+39.4% | $8,703+4.1% | $7,234+25.2% |