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 | $178,979 | $78,705+127.4% | $117,854+51.9% | $70,131+155.2% |
| Participation rate | 79.4% | 73.2%+6.2pp | 79.7%-0.3pp | 69.5%+9.9pp |
| Annual return | 14.36% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,072 | $2,223+38.2% | $3,786-18.9% | $2,342+31.1% |
| Participant deferral / active EE | $7,508 | $3,297+127.7% | $4,482+67.5% | $3,332+125.4% |
| Admin fee / account holder | $25,861 | $5,065+410.5% | $8,020+222.5% | $4,645+456.7% |