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 | $168,606 | $47,848+252.4% | $81,478+106.9% | $70,131+140.4% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 17.40% | 27.25%-9.8pp | 38.78%-21.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,138 | $1,527+40.0% | $2,568-16.7% | $2,342-8.7% |
| Participant deferral / active EE | $3,412 | $2,453+39.1% | $3,537-3.5% | $3,332+2.4% |
| Admin fee / account holder | $532 | $3,145-83.1% | $4,561-88.3% | $4,645-88.5% |