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 | $153,777 | $89,753+71.3% | $107,525+43.0% | $84,808+81.3% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 16.15% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,642 | $3,113+17.0% | $3,754-3.0% | $2,631+38.4% |
| Participant deferral / active EE | $7,580 | $4,056+86.9% | $5,116+48.2% | $4,212+80.0% |
| Admin fee / account holder | $7,538 | $7,222+4.4% | $8,919-15.5% | $7,344+2.6% |