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 | $173,488 | $81,460+113.0% | $103,333+67.9% | $80,856+114.6% |
| Participation rate | 74.3% | 66.8%+7.4pp | 74.5%-0.2pp | 67.6%+6.6pp |
| Annual return | 15.49% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,353 | $3,105-24.2% | $3,868-39.2% | $2,755-14.6% |
| Participant deferral / active EE | $8,061 | $3,869+108.4% | $5,057+59.4% | $4,296+87.6% |
| Admin fee / account holder | $45,416 | $6,566+591.6% | $8,355+443.6% | $6,918+556.5% |