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 | $165,178 | $73,787+123.9% | $98,716+67.3% | $82,448+100.3% |
| Participation rate | 95.5% | 61.4%+34.0pp | 69.3%+26.2pp | 68.1%+27.4pp |
| Annual return | 16.59% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,780 | $1,511+150.1% | $2,279+65.9% | $2,551+48.2% |
| Participant deferral / active EE | $7,734 | $3,081+151.0% | $4,048+91.1% | $4,139+86.8% |
| Admin fee / account holder | $15,776 | $6,500+142.7% | $8,703+81.3% | $7,234+118.1% |