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 | $161,701 | $102,605+57.6% | $145,661+11.0% | $84,808+90.7% |
| Participation rate | 82.4% | 74.3%+8.1pp | 77.2%+5.1pp | 68.3%+14.0pp |
| Annual return | 15.31% | 26.50%-11.2pp | 101.46%-86.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,130 | $3,325-35.9% | $4,238-49.7% | $2,631-19.0% |
| Participant deferral / active EE | $5,946 | $5,750+3.4% | $7,198-17.4% | $4,212+41.2% |
| Admin fee / account holder | $14,304 | $8,758+63.3% | $12,466+14.7% | $7,344+94.8% |