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 | $167,609 | $106,749+57.0% | $145,433+15.2% | $82,448+103.3% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 16.35% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $9,041 | $3,444+162.5% | $4,554+98.5% | $2,551+254.4% |
| Participant deferral / active EE | $8,764 | $6,519+34.4% | $7,897+11.0% | $4,139+111.7% |
| Admin fee / account holder | $9,674 | $8,390+15.3% | $13,129-26.3% | $7,234+33.7% |