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 | $167,229 | $106,749+56.7% | $145,433+15.0% | $82,448+102.8% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,014 | $3,444-12.5% | $4,554-33.8% | $2,551+18.2% |
| Participant deferral / active EE | $12,585 | $6,519+93.1% | $7,897+59.4% | $4,139+204.0% |
| Admin fee / account holder | $17,253 | $8,390+105.6% | $13,129+31.4% | $7,234+138.5% |