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 | $158,605 | $72,492+118.8% | $87,100+82.1% | $72,985+117.3% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 18.88% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,833 | $1,894-3.2% | $2,521-27.3% | $2,440-24.9% |
| Participant deferral / active EE | $4,044 | $3,270+23.7% | $4,049-0.1% | $3,607+12.1% |
| Admin fee / account holder | $302 | $5,055-94.0% | $7,497-96.0% | $5,124-94.1% |