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 | $156,116 | $67,606+130.9% | $82,313+89.7% | $70,131+122.6% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 18.57% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,949 | $1,755+125.0% | $2,428+62.6% | $2,342+68.6% |
| Participant deferral / active EE | $5,897 | $2,987+97.4% | $3,706+59.1% | $3,332+77.0% |
| Admin fee / account holder | $20,655 | $4,512+357.8% | $5,608+268.3% | $4,645+344.6% |