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 | $156,161 | $56,277+177.5% | $80,975+92.9% | $62,891+148.3% |
| Participation rate | 93.0% | 69.0%+24.1pp | 75.8%+17.2pp | 69.3%+23.7pp |
| Annual return | 7.39% | 22.12%-14.7pp | 17.10%-9.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,274 | $1,943-34.4% | $3,714-65.7% | $2,281-44.1% |
| Participant deferral / active EE | $4,187 | $4,195-0.2% | $5,696-26.5% | $3,203+30.7% |
| Admin fee / account holder | $1,306 | $3,741-65.1% | $5,516-76.3% | $4,296-69.6% |