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 | $182,374 | $104,251+74.9% | $91,001+100.4% | $147,584+23.6% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 13.58% | 27.06%-13.5pp | 4.60%+9.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,639 | $3,116-15.3% | $2,456+7.5% | $4,876-45.9% |
| Participant deferral / active EE | $6,848 | $4,195+63.2% | $3,547+93.0% | $5,439+25.9% |
| Admin fee / account holder | $2,793 | $8,948-68.8% | $5,417-48.4% | $10,885-74.3% |