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 | $168,428 | $60,022+180.6% | $88,946+89.4% | $84,808+98.6% |
| Participation rate | 97.8% | 57.8%+40.0pp | 68.8%+29.0pp | 68.3%+29.5pp |
| Annual return | 18.50% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $8,180 | $1,703+380.4% | $2,555+220.2% | $2,631+210.9% |
| Participant deferral / active EE | $12,019 | $3,114+286.0% | $4,581+162.4% | $4,212+185.4% |
| Admin fee / account holder | $6,277 | $4,811+30.5% | $8,261-24.0% | $7,344-14.5% |