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 | $165,349 | $72,277+128.8% | $101,248+63.3% | $79,858+107.1% |
| Participation rate | 91.9% | 68.5%+23.4pp | 75.8%+16.1pp | 69.6%+22.3pp |
| Annual return | 17.35% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,215 | $2,692-17.7% | $3,660-39.5% | $2,471-10.4% |
| Participant deferral / active EE | $6,804 | $3,282+107.3% | $4,370+55.7% | $3,740+81.9% |
| Admin fee / account holder | $28,555 | $4,400+548.9% | $5,945+380.3% | $5,306+438.1% |