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 | $160,174 | $71,050+125.4% | $93,606+71.1% | $80,856+98.1% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.6%+25.7pp |
| Annual return | 12.36% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,375 | $1,564+51.9% | $2,420-1.8% | $2,755-13.8% |
| Participant deferral / active EE | $5,854 | $4,034+45.1% | $4,411+32.7% | $4,296+36.3% |
| Admin fee / account holder | $7,664 | $6,945+10.4% | $8,285-7.5% | $6,918+10.8% |