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 | $170,853 | $101,724+68.0% | $164,813+3.7% | $80,856+111.3% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 16.70% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,437 | $2,953+50.2% | $4,341+2.2% | $2,755+61.0% |
| Participant deferral / active EE | $3,792 | $4,477-15.3% | $6,031-37.1% | $4,296-11.7% |
| Admin fee / account holder | $2,699 | $8,227-67.2% | $12,690-78.7% | $6,918-61.0% |