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 | $163,042 | $101,724+60.3% | $164,813-1.1% | $80,856+101.6% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.1pp |
| Annual return | 15.02% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $8,141 | $2,953+175.7% | $4,341+87.6% | $2,755+195.5% |
| Participant deferral / active EE | $4,675 | $4,477+4.4% | $6,031-22.5% | $4,296+8.8% |
| Admin fee / account holder | $7,836 | $8,227-4.8% | $12,690-38.2% | $6,918+13.3% |