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 | $156,354 | $94,031+66.3% | $115,768+35.1% | $82,448+89.6% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.4%+23.3pp | 68.1%+29.6pp |
| Annual return | 13.85% | 20.61%-6.8pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,130 | $2,323-8.3% | $2,940-27.5% | $2,551-16.5% |
| Participant deferral / active EE | $5,458 | $3,972+37.4% | $4,917+11.0% | $4,139+31.9% |
| Admin fee / account holder | $3,663 | $10,249-64.3% | $12,439-70.6% | $7,234-49.4% |