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 | $166,553 | $101,724+63.7% | $164,813+1.1% | $80,856+106.0% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 12.70% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,237 | $2,953+43.4% | $4,341-2.4% | $2,755+53.8% |
| Participant deferral / active EE | $10,631 | $4,477+137.4% | $6,031+76.3% | $4,296+147.5% |
| Admin fee / account holder | $29,011 | $8,227+252.6% | $12,690+128.6% | $6,918+319.4% |