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 | $159,103 | $109,881+44.8% | $150,045+6.0% | $84,808+87.6% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 17.29% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,468 | $3,561-30.7% | $4,693-47.4% | $2,631-6.2% |
| Participant deferral / active EE | $8,294 | $6,636+25.0% | $7,997+3.7% | $4,212+96.9% |
| Admin fee / account holder | $1,406 | $8,568-83.6% | $13,435-89.5% | $7,344-80.8% |