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 | $161,696 | $109,413+47.8% | $156,263+3.5% | $84,808+90.7% |
| Participation rate | 80.5% | 72.7%+7.8pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 18.75% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,195 | $2,907-24.5% | $4,333-49.3% | $2,631-16.6% |
| Participant deferral / active EE | $5,463 | $4,590+19.0% | $6,158-11.3% | $4,212+29.7% |
| Admin fee / account holder | $17,221 | $9,357+84.0% | $14,255+20.8% | $7,344+134.5% |