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 | $157,127 | $49,227+219.2% | $70,449+123.0% | $79,858+96.8% |
| Participation rate | 91.3% | 69.2%+22.1pp | 75.1%+16.2pp | 69.6%+21.7pp |
| Annual return | 11.04% | 30.06%-19.0pp | 109.03%-98.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $6,407 | $2,099+205.3% | $2,737+134.1% | $2,471+159.3% |
| Participant deferral / active EE | $2,629 | $2,768-5.0% | $3,709-29.1% | $3,740-29.7% |
| Admin fee / account holder | $14,054 | $2,878+388.3% | $3,845+265.5% | $5,306+164.9% |