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 | $170,428 | $101,724+67.5% | $164,813+3.4% | $80,856+110.8% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 16.06% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.5pp |
| Employer contribution / active EE | $9,166 | $2,953+210.3% | $4,341+111.2% | $2,755+232.7% |
| Participant deferral / active EE | $13,494 | $4,477+201.4% | $6,031+123.7% | $4,296+214.1% |
| Admin fee / account holder | $5,280 | $8,227-35.8% | $12,690-58.4% | $6,918-23.7% |