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 | $161,327 | $99,633+61.9% | $183,328-12.0% | $82,448+95.7% |
| Participation rate | 93.6% | 70.8%+22.9pp | 77.3%+16.3pp | 68.1%+25.5pp |
| Annual return | 18.61% | 17.84%+0.8pp | 29.67%-11.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,653 | $3,256+42.9% | $5,055-8.0% | $2,551+82.4% |
| Participant deferral / active EE | $8,058 | $4,938+63.2% | $6,795+18.6% | $4,139+94.7% |
| Admin fee / account holder | $10,436 | $9,934+5.1% | $21,427-51.3% | $7,234+44.3% |