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 | $155,105 | $47,944+223.5% | $67,834+128.7% | $62,891+146.6% |
| Participation rate | 73.1% | 61.1%+12.0pp | 68.8%+4.3pp | 69.3%+3.8pp |
| Annual return | 10.09% | 11.77%-1.7pp | 138.47%-128.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,668 | $1,562+6.8% | $2,403-30.6% | $2,281-26.9% |
| Participant deferral / active EE | $3,205 | $2,247+42.7% | $3,160+1.4% | $3,203+0.1% |
| Admin fee / account holder | $7,424 | $3,712+100.0% | $4,622+60.6% | $4,296+72.8% |