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 | $167,220 | $87,013+92.2% | $106,213+57.4% | $80,856+106.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 18.32% | 17.05%+1.3pp | 116.14%-97.8pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,069 | $2,395-13.6% | $3,171-34.8% | $2,755-24.9% |
| Participant deferral / active EE | $4,529 | $3,986+13.6% | $5,016-9.7% | $4,296+5.4% |
| Admin fee / account holder | $9,479 | $8,431+12.4% | $11,033-14.1% | $6,918+37.0% |