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 | $167,478 | $95,453+75.5% | $112,040+49.5% | $82,448+103.1% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.5%+15.6pp | 68.1%+24.0pp |
| Annual return | 14.95% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,998 | $2,318+29.3% | $2,954+1.5% | $2,551+17.5% |
| Participant deferral / active EE | $11,602 | $4,224+174.7% | $5,098+127.6% | $4,139+180.3% |
| Admin fee / account holder | $16,662 | $9,013+84.9% | $12,098+37.7% | $7,234+130.3% |