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 | $172,890 | $87,013+98.7% | $106,213+62.8% | $80,856+113.8% |
| Participation rate | 93.5% | 70.4%+23.0pp | 75.3%+18.2pp | 67.6%+25.8pp |
| Annual return | 16.39% | 17.05%-0.7pp | 116.14%-99.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,652 | $2,395+94.2% | $3,171+46.7% | $2,755+68.9% |
| Participant deferral / active EE | $6,756 | $3,986+69.5% | $5,016+34.7% | $4,296+57.3% |
| Admin fee / account holder | $3,634 | $8,431-56.9% | $11,033-67.1% | $6,918-47.5% |