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 | $170,580 | $79,944+113.4% | $98,439+73.3% | $75,163+126.9% |
| Participation rate | 82.4% | 70.4%+12.0pp | 75.2%+7.2pp | 67.2%+15.2pp |
| Annual return | 20.88% | 19.75%+1.1pp | 21.16%-0.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,276 | $2,264+0.5% | $3,048-25.3% | $2,670-14.7% |
| Participant deferral / active EE | $6,061 | $3,752+61.6% | $4,738+27.9% | $4,125+46.9% |
| Admin fee / account holder | $1,276 | $6,840-81.3% | $8,948-85.7% | $5,651-77.4% |