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 | $165,940 | $101,724+63.1% | $164,813+0.7% | $80,856+105.2% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 17.57% | 16.72%+0.9pp | 69.93%-52.4pp | 35.59%-18.0pp |
| Employer contribution / active EE | $6,425 | $2,953+117.5% | $4,341+48.0% | $2,755+133.2% |
| Participant deferral / active EE | $9,692 | $4,477+116.5% | $6,031+60.7% | $4,296+125.6% |
| Admin fee / account holder | $16,255 | $8,227+97.6% | $12,690+28.1% | $6,918+135.0% |