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 | $172,435 | $80,717+113.6% | $154,803+11.4% | $84,808+103.3% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,450 | $2,761-11.3% | $4,305-43.1% | $2,631-6.9% |
| Participant deferral / active EE | $2,960 | $3,303-10.4% | $5,540-46.6% | $4,212-29.7% |
| Admin fee / account holder | $2,386 | $6,746-64.6% | $14,329-83.3% | $7,344-67.5% |