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 | $163,798 | $89,355+83.3% | $141,162+16.0% | $72,985+124.4% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 21.44% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,559 | $3,114-49.9% | $4,735-67.1% | $2,440-36.1% |
| Participant deferral / active EE | $7,531 | $5,418+39.0% | $6,709+12.3% | $3,607+108.8% |
| Admin fee / account holder | $8,736 | $5,958+46.6% | $10,261-14.9% | $5,124+70.5% |