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 | $169,734 | $124,281+36.6% | $109,143+55.5% | $167,490+1.3% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 13.23% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $15,245 | $4,207+262.3% | $3,722+309.6% | $4,837+215.1% |
| Participant deferral / active EE | $3,418 | $5,255-35.0% | $4,653-26.6% | $6,341-46.1% |
| Admin fee / account holder | $9,951 | $7,970+24.9% | $6,752+47.4% | $12,309-19.2% |