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 | $182,825 | $87,841+108.1% | $133,980+36.5% | $62,891+190.7% |
| Participation rate | 88.4% | 83.4%+5.0pp | 87.1%+1.3pp | 69.3%+19.1pp |
| Annual return | 11.08% | 12.05%-1.0pp | 29.30%-18.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,067 | $3,483-69.4% | $5,211-79.5% | $2,281-53.2% |
| Participant deferral / active EE | $5,359 | $4,812+11.4% | $6,282-14.7% | $3,203+67.3% |
| Admin fee / account holder | $14,425 | $5,371+168.6% | $9,324+54.7% | $4,296+235.8% |