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 | $161,263 | $109,881+46.8% | $150,045+7.5% | $84,808+90.2% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,053 | $3,561+13.8% | $4,693-13.6% | $2,631+54.0% |
| Participant deferral / active EE | $9,939 | $6,636+49.8% | $7,997+24.3% | $4,212+136.0% |
| Admin fee / account holder | $9,812 | $8,568+14.5% | $13,435-27.0% | $7,344+33.6% |