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 | $156,617 | $109,413+43.1% | $156,263+0.2% | $84,808+84.7% |
| Participation rate | 92.5% | 72.7%+19.8pp | 78.9%+13.5pp | 68.3%+24.1pp |
| Annual return | 19.18% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,866 | $2,907-1.4% | $4,333-33.8% | $2,631+8.9% |
| Participant deferral / active EE | $9,475 | $4,590+106.4% | $6,158+53.9% | $4,212+125.0% |
| Admin fee / account holder | $6,872 | $9,357-26.6% | $14,255-51.8% | $7,344-6.4% |