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 | $166,213 | $106,749+55.7% | $145,433+14.3% | $82,448+101.6% |
| Participation rate | 96.6% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 21.48% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,121 | $6,519+55.3% | $7,897+28.2% | $4,139+144.5% |
| Admin fee / account holder | $9,668 | $8,390+15.2% | $13,129-26.4% | $7,234+33.6% |