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 | $179,779 | $58,208+208.9% | $81,812+119.7% | $80,856+122.3% |
| Participation rate | 72.5% | 63.4%+9.1pp | 72.3%+0.2pp | 67.6%+4.9pp |
| Annual return | 12.11% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,546 | $2,340+137.0% | $2,912+90.4% | $2,755+101.3% |
| Participant deferral / active EE | $8,910 | $3,281+171.6% | $4,319+106.3% | $4,296+107.4% |
| Admin fee / account holder | $2,241 | $4,981-55.0% | $7,386-69.7% | $6,918-67.6% |