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 | $245,635 | $94,625+159.6% | $116,228+111.3% | $84,808+189.6% |
| Participation rate | 76.1% | 70.4%+5.7pp | 74.6%+1.6pp | 68.3%+7.8pp |
| Annual return | 14.76% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,119 | $2,347-52.3% | $2,994-62.6% | $2,631-57.5% |
| Participant deferral / active EE | $4,057 | $3,972+2.1% | $4,953-18.1% | $4,212-3.7% |
| Admin fee / account holder | $11,990 | $10,091+18.8% | $11,9890% | $7,344+63.3% |