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 | $183,957 | $108,825+69.0% | $156,181+17.8% | $82,448+123.1% |
| Participation rate | 91.8% | 72.4%+19.5pp | 78.8%+13.0pp | 68.1%+23.8pp |
| Annual return | 15.45% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,391 | $2,870-16.7% | $4,294-44.3% | $2,551-6.3% |
| Participant deferral / active EE | $9,696 | $4,577+111.8% | $6,132+58.1% | $4,139+134.2% |
| Admin fee / account holder | $1,945 | $9,341-79.2% | $14,586-86.7% | $7,234-73.1% |