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 | $169,647 | $84,233+101.4% | $170,442-0.5% | $70,131+141.9% |
| Participation rate | 71.0% | 70.8%+0.2pp | 83.6%-12.6pp | 69.5%+1.5pp |
| Annual return | 19.17% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $6,408 | $3,387+89.2% | $5,433+17.9% | $2,342+173.6% |
| Participant deferral / active EE | $3,226 | $3,086+4.5% | $4,939-34.7% | $3,332-3.2% |
| Admin fee / account holder | $5,583 | $5,698-2.0% | $13,880-59.8% | $4,645+20.2% |