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 | $164,624 | $109,881+49.8% | $150,045+9.7% | $84,808+94.1% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 14.46% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,297 | $3,561-35.5% | $4,693-51.1% | $2,631-12.7% |
| Participant deferral / active EE | $6,518 | $6,636-1.8% | $7,997-18.5% | $4,212+54.8% |
| Admin fee / account holder | $12,588 | $8,568+46.9% | $13,435-6.3% | $7,344+71.4% |