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 | $167,293 | $86,929+92.4% | $102,423+63.3% | $80,856+106.9% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.5pp |
| Annual return | 13.45% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,217 | $2,369+120.2% | $3,023+72.6% | $2,755+89.4% |
| Participant deferral / active EE | $11,310 | $4,118+174.6% | $5,053+123.8% | $4,296+163.3% |
| Admin fee / account holder | $3,827 | $8,049-52.5% | $9,451-59.5% | $6,918-44.7% |