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 | $172,762 | $94,625+82.6% | $116,228+48.6% | $84,808+103.7% |
| Participation rate | 97.2% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.9pp |
| Annual return | 16.43% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,736 | $2,347-26.0% | $2,994-42.0% | $2,631-34.0% |
| Participant deferral / active EE | $5,705 | $3,972+43.6% | $4,953+15.2% | $4,212+35.4% |
| Admin fee / account holder | $28,404 | $10,091+181.5% | $11,989+136.9% | $7,344+286.8% |