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 | $155,536 | $72,012+116.0% | $185,823-16.3% | $79,858+94.8% |
| Participation rate | 80.0% | 65.8%+14.2pp | 78.0%+2.0pp | 69.6%+10.4pp |
| Annual return | 18.31% | 23.12%-4.8pp | 35.95%-17.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,194 | $1,965+113.5% | $4,087+2.6% | $2,471+69.7% |
| Participant deferral / active EE | $9,328 | $3,779+146.9% | $5,632+65.6% | $3,740+149.4% |
| Admin fee / account holder | $974 | $4,513-78.4% | $9,500-89.7% | $5,306-81.6% |