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 | $172,005 | $94,625+81.8% | $116,228+48.0% | $84,808+102.8% |
| Participation rate | 89.5% | 70.4%+19.0pp | 74.6%+14.9pp | 68.3%+21.2pp |
| Annual return | 14.99% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,950 | $2,347-16.9% | $2,994-34.9% | $2,631-25.9% |
| Participant deferral / active EE | $2,877 | $3,972-27.6% | $4,953-41.9% | $4,212-31.7% |
| Admin fee / account holder | $10,210 | $10,091+1.2% | $11,989-14.8% | $7,344+39.0% |