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 | $170,085 | $63,764+166.7% | $81,930+107.6% | $79,858+113.0% |
| Participation rate | 93.5% | 67.5%+26.0pp | 72.0%+21.6pp | 69.6%+23.9pp |
| Annual return | 12.99% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,212 | $1,795+134.6% | $4,310-2.3% | $2,471+70.5% |
| Participant deferral / active EE | $4,984 | $2,780+79.3% | $7,107-29.9% | $3,740+33.3% |
| Admin fee / account holder | $3,478 | $4,426-21.4% | $5,158-32.6% | $5,306-34.5% |