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 | $149,466 | $101,724+46.9% | $164,813-9.3% | $80,856+84.9% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.6%+22.4pp |
| Annual return | 16.76% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,560 | $2,953-13.3% | $4,341-41.0% | $2,755-7.1% |
| Participant deferral / active EE | $5,061 | $4,477+13.0% | $6,031-16.1% | $4,296+17.8% |
| Admin fee / account holder | $6,058 | $8,227-26.4% | $12,690-52.3% | $6,918-12.4% |