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 | $161,854 | $77,899+107.8% | $149,673+8.1% | $75,163+115.3% |
| Participation rate | 82.2% | 65.6%+16.6pp | 78.8%+3.5pp | 67.2%+15.0pp |
| Annual return | 17.16% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,164 | $3,137-62.9% | $4,818-75.8% | $2,670-56.4% |
| Participant deferral / active EE | $5,491 | $3,411+61.0% | $5,680-3.3% | $4,125+33.1% |
| Admin fee / account holder | $13,966 | $5,956+134.5% | $13,210+5.7% | $5,651+147.1% |