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 | $161,801 | $87,135+85.7% | $206,214-21.5% | $116,875+38.4% |
| Participation rate | 95.3% | 76.8%+18.5pp | 82.4%+13.0pp | 74.5%+20.8pp |
| Annual return | 17.15% | 22.51%-5.4pp | -1.60%+18.7pp | 16.29%+0.9pp |
| Employer contribution / active EE | $2,019 | $3,046-33.7% | $5,967-66.2% | $3,288-38.6% |
| Participant deferral / active EE | $5,959 | $3,898+52.9% | $4,649+28.2% | $3,885+53.4% |
| Admin fee / account holder | $17,952 | $8,630+108.0% | $13,671+31.3% | $12,263+46.4% |