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 | $170,287 | $109,413+55.6% | $156,263+9.0% | $84,808+100.8% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 17.02% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,940 | $2,907+35.5% | $4,333-9.1% | $2,631+49.8% |
| Participant deferral / active EE | $7,580 | $4,590+65.2% | $6,158+23.1% | $4,212+80.0% |
| Admin fee / account holder | $1,484 | $9,357-84.1% | $14,255-89.6% | $7,344-79.8% |