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 | $167,399 | $81,460+105.5% | $103,333+62.0% | $80,856+107.0% |
| Participation rate | 73.0% | 66.8%+6.1pp | 74.5%-1.5pp | 67.6%+5.3pp |
| Annual return | 10.72% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,697 | $3,105-45.4% | $3,868-56.1% | $2,755-38.4% |
| Participant deferral / active EE | $5,316 | $3,869+37.4% | $5,057+5.1% | $4,296+23.7% |
| Admin fee / account holder | $12,741 | $6,566+94.0% | $8,355+52.5% | $6,918+84.2% |