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 | $189,967 | $87,037+118.3% | $106,201+78.9% | $80,874+134.9% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.6%+7.9pp |
| Annual return | 17.17% | 17.05%+0.1pp | 116.26%-99.1pp | 35.62%-18.4pp |
| Employer contribution / active EE | $3,618 | $2,396+51.0% | $3,170+14.1% | $2,756+31.3% |
| Participant deferral / active EE | $8,103 | $3,986+103.3% | $5,012+61.7% | $4,297+88.6% |
| Admin fee / account holder | $4,938 | $8,434-41.5% | $11,039-55.3% | $6,935-28.8% |