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 | $153,691 | $63,355+142.6% | $91,989+67.1% | $72,985+110.6% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 22.24% | 35.35%-13.1pp | 69.02%-46.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,327 | $2,116+10.0% | $3,452-32.6% | $2,440-4.6% |
| Participant deferral / active EE | $9,354 | $4,883+91.6% | $5,923+57.9% | $3,607+159.3% |
| Admin fee / account holder | $17,456 | $4,668+274.0% | $7,743+125.5% | $5,124+240.7% |