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 | $164,983 | $57,065+189.1% | $75,670+118.0% | $70,131+135.3% |
| Participation rate | 90.2% | 68.1%+22.2pp | 72.3%+17.9pp | 69.5%+20.7pp |
| Annual return | 15.66% | 23.57%-7.9pp | 27.34%-11.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,158 | $1,817+183.9% | $2,352+119.3% | $2,342+120.2% |
| Participant deferral / active EE | $2,915 | $2,580+13.0% | $3,142-7.2% | $3,332-12.5% |
| Admin fee / account holder | $10,270 | $3,825+168.5% | $5,800+77.1% | $4,645+121.1% |