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 | $156,991 | $109,413+43.5% | $156,263+0.5% | $84,808+85.1% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 18.23% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $872 | $2,907-70.0% | $4,333-79.9% | $2,631-66.9% |
| Participant deferral / active EE | $6,254 | $4,590+36.3% | $6,158+1.6% | $4,212+48.5% |
| Admin fee / account holder | $2,591 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |