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 | $214,913 | $87,013+147.0% | $106,213+102.3% | $80,856+165.8% |
| Participation rate | 88.4% | 70.4%+17.9pp | 75.3%+13.1pp | 67.6%+20.7pp |
| Annual return | 15.19% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,977 | $2,395-17.5% | $3,171-37.7% | $2,755-28.2% |
| Participant deferral / active EE | $4,844 | $3,986+21.5% | $5,016-3.4% | $4,296+12.8% |
| Admin fee / account holder | $18,351 | $8,431+117.6% | $11,033+66.3% | $6,918+165.3% |