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 | $175,451 | $154,228+13.8% | $145,433+20.6% | $137,256+27.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.06% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,259 | $4,804-32.2% | $4,554-28.4% | $4,156-21.6% |
| Participant deferral / active EE | $12,183 | $8,216+48.3% | $7,897+54.3% | $6,407+90.2% |
| Admin fee / account holder | $162,007 | $14,344+1029.5% | $13,129+1134.0% | $12,270+1220.3% |