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 | $170,742 | $77,899+119.2% | $149,673+14.1% | $75,163+127.2% |
| Participation rate | 73.7% | 65.6%+8.1pp | 78.8%-5.1pp | 67.2%+6.5pp |
| Annual return | 15.75% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,236 | $3,137+66.9% | $4,818+8.7% | $2,670+96.1% |
| Participant deferral / active EE | $4,474 | $3,411+31.2% | $5,680-21.2% | $4,125+8.5% |
| Admin fee / account holder | $89,544 | $5,956+1403.3% | $13,210+577.9% | $5,651+1484.6% |