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 | $162,896 | $87,013+87.2% | $106,213+53.4% | $80,856+101.5% |
| Participation rate | 97.4% | 70.4%+26.9pp | 75.3%+22.1pp | 67.6%+29.7pp |
| Annual return | 11.91% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,477 | $2,395-38.4% | $3,171-53.4% | $2,755-46.4% |
| Participant deferral / active EE | $4,045 | $3,986+1.5% | $5,016-19.4% | $4,296-5.8% |
| Admin fee / account holder | $26,104 | $8,431+209.6% | $11,033+136.6% | $6,918+277.3% |