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 | $163,472 | $106,584+53.4% | $101,326+61.3% | $142,382+14.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.59% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,283 | $3,956-17.0% | $3,665-10.4% | $4,299-23.6% |
| Participant deferral / active EE | $9,876 | $8,297+19.0% | $7,994+23.5% | $6,507+51.8% |
| Admin fee / account holder | $3,425 | $11,446-70.1% | $11,185-69.4% | $12,624-72.9% |