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 | $165,180 | $109,881+50.3% | $150,045+10.1% | $84,808+94.8% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 14.88% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,098 | $3,561-13.0% | $4,693-34.0% | $2,631+17.7% |
| Participant deferral / active EE | $9,819 | $6,636+48.0% | $7,997+22.8% | $4,212+133.1% |
| Admin fee / account holder | $18,849 | $8,568+120.0% | $13,435+40.3% | $7,344+156.7% |