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 | $163,789 | $109,413+49.7% | $156,263+4.8% | $84,808+93.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.52% | 20.18%-6.7pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,978 | $2,907-32.0% | $4,333-54.4% | $2,631-24.8% |
| Participant deferral / active EE | $3,981 | $4,590-13.3% | $6,158-35.4% | $4,212-5.5% |
| Admin fee / account holder | $2,411 | $9,357-74.2% | $14,255-83.1% | $7,344-67.2% |