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 | $141,701 | $87,135+62.6% | $206,214-31.3% | $116,875+21.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 82.4%+6.5pp | 74.5%+14.4pp |
| Annual return | 36.24% | 22.51%+13.7pp | -1.60%+37.8pp | 16.29%+19.9pp |
| Employer contribution / active EE | $17,467 | $3,046+473.4% | $5,967+192.7% | $3,288+431.3% |
| Participant deferral / active EE | $5,989 | $3,898+53.6% | $4,649+28.8% | $3,885+54.2% |
| Admin fee / account holder | $24,067 | $8,630+178.9% | $13,671+76.0% | $12,263+96.3% |