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 | $163,895 | $131,893+24.3% | $303,047-45.9% | $116,875+40.2% |
| Participation rate | 90.3% | 79.5%+10.8pp | 87.1%+3.2pp | 74.5%+15.8pp |
| Annual return | 19.76% | 15.41%+4.3pp | 2.47%+17.3pp | 16.29%+3.5pp |
| Employer contribution / active EE | $21,678 | $3,467+525.3% | $7,418+192.3% | $3,288+559.4% |
| Participant deferral / active EE | $3,285 | $4,183-21.5% | $5,070-35.2% | $3,885-15.4% |
| Admin fee / account holder | $31,452 | $14,721+113.7% | $39,333-20.0% | $12,263+156.5% |