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 | $158,736 | $62,672+153.3% | $185,117-14.3% | $70,131+126.3% |
| Participation rate | 84.1% | 63.8%+20.3pp | 77.3%+6.8pp | 69.5%+14.5pp |
| Annual return | 21.91% | 40.79%-18.9pp | 40.50%-18.6pp | 73.14%-51.2pp |
| Employer contribution / active EE | $2,478 | $1,753+41.3% | $4,182-40.8% | $2,342+5.8% |
| Participant deferral / active EE | $5,593 | $3,272+71.0% | $5,045+10.9% | $3,332+67.9% |
| Admin fee / account holder | $24,580 | $3,932+525.2% | $8,159+201.2% | $4,645+429.1% |