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 | $174,319 | $79,944+118.1% | $98,439+77.1% | $75,163+131.9% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 14.11% | 19.75%-5.6pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,273 | $2,264+0.4% | $3,048-25.4% | $2,670-14.9% |
| Participant deferral / active EE | $6,685 | $3,752+78.2% | $4,738+41.1% | $4,125+62.1% |
| Admin fee / account holder | $11,469 | $6,840+67.7% | $8,948+28.2% | $5,651+103.0% |