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 | $166,455 | $86,922+91.5% | $102,438+62.5% | $80,874+105.8% |
| Participation rate | 90.1% | 72.4%+17.8pp | 76.5%+13.6pp | 67.6%+22.5pp |
| Annual return | 12.12% | 18.90%-6.8pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,347 | $2,369-0.9% | $3,024-22.4% | $2,756-14.8% |
| Participant deferral / active EE | $6,197 | $4,119+50.5% | $5,054+22.6% | $4,297+44.2% |
| Admin fee / account holder | $21,781 | $8,050+170.6% | $9,448+130.5% | $6,935+214.1% |