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 | $156,919 | $109,359+43.5% | $162,163-3.2% | $72,985+115.0% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 35.00% | 25.46%+9.5pp | 115.59%-80.6pp | 81.00%-46.0pp |
| Employer contribution / active EE | $4,587 | $3,907+17.4% | $5,614-18.3% | $2,440+88.0% |
| Participant deferral / active EE | $7,543 | $5,481+37.6% | $7,298+3.4% | $3,607+109.1% |
| Admin fee / account holder | $1,874 | $7,972-76.5% | $10,843-82.7% | $5,124-63.4% |