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 | $178,765 | $74,927+138.6% | $101,794+75.6% | $84,808+110.8% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 15.82% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,523 | $1,522+0.1% | $2,289-33.4% | $2,631-42.1% |
| Participant deferral / active EE | $4,576 | $3,099+47.6% | $4,084+12.0% | $4,212+8.6% |
| Admin fee / account holder | $13,010 | $6,514+99.7% | $8,777+48.2% | $7,344+77.2% |