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 | $172,285 | $67,606+154.8% | $82,313+109.3% | $70,131+145.7% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 17.51% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,610 | $1,755+48.8% | $2,428+7.5% | $2,342+11.4% |
| Participant deferral / active EE | $8,470 | $2,987+183.6% | $3,706+128.6% | $3,332+154.2% |
| Admin fee / account holder | $822 | $4,512-81.8% | $5,608-85.4% | $4,645-82.3% |