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 | $174,787 | $63,355+175.9% | $91,989+90.0% | $72,985+139.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 29.29% | 35.35%-6.1pp | 69.02%-39.7pp | 81.00%-51.7pp |
| Employer contribution / active EE | $2,452 | $2,116+15.9% | $3,452-29.0% | $2,440+0.5% |
| Participant deferral / active EE | $6,049 | $4,883+23.9% | $5,923+2.1% | $3,607+67.7% |
| Admin fee / account holder | $7,823 | $4,668+67.6% | $7,743+1.0% | $5,124+52.7% |