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 | $163,731 | $63,299+158.7% | $91,001+79.9% | $62,292+162.8% |
| Participation rate | 76.4% | 73.3%+3.1pp | 75.6%+0.8pp | 69.5%+6.8pp |
| Annual return | 17.25% | 20.99%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,896 | $1,807+4.9% | $2,456-22.8% | $2,042-7.2% |
| Participant deferral / active EE | $5,834 | $2,943+98.3% | $3,547+64.5% | $3,169+84.1% |
| Admin fee / account holder | $9,451 | $468+1920.9% | $5,417+74.5% | $479+1871.7% |