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 | $167,368 | $63,764+162.5% | $81,930+104.3% | $79,858+109.6% |
| Participation rate | 94.4% | 67.5%+26.9pp | 72.0%+22.4pp | 69.6%+24.8pp |
| Annual return | 14.15% | 22.66%-8.5pp | 29.49%-15.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,894 | $1,795+5.5% | $4,310-56.1% | $2,471-23.3% |
| Participant deferral / active EE | $4,244 | $2,780+52.6% | $7,107-40.3% | $3,740+13.5% |
| Admin fee / account holder | $14,468 | $4,426+226.9% | $5,158+180.5% | $5,306+172.7% |