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 | $167,082 | $58,523+185.5% | $99,443+68.0% | $72,985+128.9% |
| Participation rate | 72.0% | 64.6%+7.4pp | 73.8%-1.8pp | 69.5%+2.5pp |
| Annual return | 18.11% | 28.51%-10.4pp | 30.72%-12.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,565 | $1,512+69.6% | $2,540+1.0% | $2,440+5.1% |
| Participant deferral / active EE | $5,431 | $2,606+108.4% | $3,619+50.1% | $3,607+50.6% |
| Admin fee / account holder | $9,859 | $4,102+140.4% | $6,250+57.7% | $5,124+92.4% |