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 | $167,633 | $91,552+83.1% | $133,956+25.1% | $79,858+109.9% |
| Participation rate | 75.3% | 73.3%+1.9pp | 79.8%-4.6pp | 69.6%+5.6pp |
| Annual return | 19.70% | 61.85%-42.1pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,210 | $2,384-7.3% | $3,919-43.6% | $2,471-10.6% |
| Participant deferral / active EE | $4,866 | $3,733+30.3% | $5,048-3.6% | $3,740+30.1% |
| Admin fee / account holder | $24,253 | $6,321+283.7% | $8,927+171.7% | $5,306+357.1% |