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 | $161,456 | $95,803+68.5% | $113,168+42.7% | $84,808+90.4% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 13.87% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,371 | $2,360+42.8% | $2,975+13.3% | $2,631+28.1% |
| Participant deferral / active EE | $5,030 | $4,242+18.6% | $5,107-1.5% | $4,212+19.4% |
| Admin fee / account holder | $2,709 | $8,989-69.9% | $12,068-77.6% | $7,344-63.1% |