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 | $163,265 | $101,763+60.4% | $164,866-1.0% | $80,874+101.9% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 10.94% | 16.73%-5.8pp | 69.97%-59.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $11,111 | $2,954+276.1% | $4,343+155.9% | $2,756+303.2% |
| Participant deferral / active EE | $2,127 | $4,477-52.5% | $6,033-64.7% | $4,297-50.5% |
| Admin fee / account holder | $7,189 | $8,228-12.6% | $12,689-43.3% | $6,935+3.7% |