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 | $170,162 | $109,413+55.5% | $156,263+8.9% | $84,808+100.6% |
| Participation rate | 98.2% | 72.7%+25.5pp | 78.9%+19.3pp | 68.3%+29.9pp |
| Annual return | 16.95% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,859 | $2,907-36.1% | $4,333-57.1% | $2,631-29.4% |
| Participant deferral / active EE | $9,412 | $4,590+105.1% | $6,158+52.8% | $4,212+123.5% |
| Admin fee / account holder | $2,886 | $9,357-69.2% | $14,255-79.8% | $7,344-60.7% |