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 | $150,162 | $67,606+122.1% | $82,313+82.4% | $70,131+114.1% |
| Participation rate | 80.5% | 72.8%+7.7pp | 76.9%+3.6pp | 69.5%+10.9pp |
| Annual return | 16.39% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,414 | $1,755-19.4% | $2,428-41.8% | $2,342-39.6% |
| Participant deferral / active EE | $5,240 | $2,987+75.4% | $3,706+41.4% | $3,332+57.3% |
| Admin fee / account holder | $5,826 | $4,512+29.1% | $5,608+3.9% | $4,645+25.4% |