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 | $164,532 | $101,724+61.7% | $164,813-0.2% | $80,856+103.5% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 16.29% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,629 | $2,953-11.0% | $4,341-39.4% | $2,755-4.6% |
| Participant deferral / active EE | $9,340 | $4,477+108.6% | $6,031+54.8% | $4,296+117.4% |
| Admin fee / account holder | $34,326 | $8,227+317.2% | $12,690+170.5% | $6,918+396.2% |