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 | $173,027 | $81,248+113.0% | $155,509+11.3% | $80,856+114.0% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 10.96% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,577 | $3,100+15.4% | $4,672-23.4% | $2,755+29.8% |
| Participant deferral / active EE | $6,105 | $3,452+76.9% | $5,626+8.5% | $4,296+42.1% |
| Admin fee / account holder | $3,419 | $7,997-57.2% | $15,912-78.5% | $6,918-50.6% |