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 | $166,897 | $73,787+126.2% | $98,716+69.1% | $82,448+102.4% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.3%+23.8pp | 68.1%+25.0pp |
| Annual return | 15.56% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,777 | $1,511+17.6% | $2,279-22.0% | $2,551-30.4% |
| Participant deferral / active EE | $6,649 | $3,081+115.8% | $4,048+64.3% | $4,139+60.6% |
| Admin fee / account holder | $3,368 | $6,500-48.2% | $8,703-61.3% | $7,234-53.4% |