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 | $163,023 | $60,022+171.6% | $88,946+83.3% | $84,808+92.2% |
| Participation rate | 73.1% | 57.8%+15.2pp | 68.8%+4.2pp | 68.3%+4.8pp |
| Annual return | 13.98% | 22.43%-8.4pp | 57.82%-43.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,827 | $1,703+66.0% | $2,555+10.6% | $2,631+7.4% |
| Participant deferral / active EE | $5,182 | $3,114+66.4% | $4,581+13.1% | $4,212+23.0% |
| Admin fee / account holder | $8,326 | $4,811+73.1% | $8,261+0.8% | $7,344+13.4% |