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 | $177,692 | $109,881+61.7% | $150,045+18.4% | $84,808+109.5% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 19.29% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $918 | $3,561-74.2% | $4,693-80.4% | $2,631-65.1% |
| Participant deferral / active EE | $6,728 | $6,636+1.4% | $7,997-15.9% | $4,212+59.7% |
| Admin fee / account holder | $22,481 | $8,568+162.4% | $13,435+67.3% | $7,344+206.1% |