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 | $166,777 | $114,381+45.8% | $107,525+55.1% | $142,382+17.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.77% | 242.71%-221.9pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,476 | $4,015-38.3% | $3,754-34.0% | $4,299-42.4% |
| Participant deferral / active EE | $13,863 | $5,564+149.1% | $5,116+171.0% | $6,507+113.0% |
| Admin fee / account holder | $8,061 | $9,860-18.3% | $8,919-9.6% | $12,624-36.1% |