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 | $171,862 | $109,413+57.1% | $156,263+10.0% | $84,808+102.6% |
| Participation rate | 86.4% | 72.7%+13.7pp | 78.9%+7.5pp | 68.3%+18.1pp |
| Annual return | 14.63% | 20.18%-5.6pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,482 | $2,907+19.8% | $4,333-19.6% | $2,631+32.3% |
| Participant deferral / active EE | $13,386 | $4,590+191.6% | $6,158+117.4% | $4,212+217.8% |
| Admin fee / account holder | $24,917 | $9,357+166.3% | $14,255+74.8% | $7,344+239.3% |