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 | $163,776 | $111,814+46.5% | $103,374+58.4% | $145,959+12.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.74% | 24.77%-14.0pp | 24.89%-14.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $13,365 | $4,214+217.2% | $3,869+245.4% | $4,661+186.7% |
| Participant deferral / active EE | $5,312 | $5,618-5.5% | $5,058+5.0% | $6,689-20.6% |
| Admin fee / account holder | $1,915 | $9,754-80.4% | $8,394-77.2% | $13,398-85.7% |