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 | $174,996 | $64,480+171.4% | $81,382+115.0% | $80,856+116.4% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.6%+12.4pp |
| Annual return | 14.73% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,885 | $1,978-4.7% | $2,463-23.5% | $2,755-31.6% |
| Participant deferral / active EE | $8,656 | $3,094+179.8% | $3,883+122.9% | $4,296+101.5% |
| Admin fee / account holder | $11,936 | $5,671+110.5% | $5,768+106.9% | $6,918+72.5% |