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 5-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 | $178,595 | $101,724+75.6% | $164,813+8.4% | $80,856+120.9% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 11.47% | 16.72%-5.2pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,920 | $2,953-35.0% | $4,341-55.8% | $2,755-30.3% |
| Participant deferral / active EE | $7,294 | $4,477+62.9% | $6,031+20.9% | $4,296+69.8% |
| Admin fee / account holder | $44,921 | $8,227+446.0% | $12,690+254.0% | $6,918+549.3% |