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 | $160,887 | $81,460+97.5% | $103,333+55.7% | $80,856+99.0% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.6%+6.4pp |
| Annual return | 14.87% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,284 | $3,105+231.2% | $3,868+165.9% | $2,755+273.3% |
| Participant deferral / active EE | $4,306 | $3,869+11.3% | $5,057-14.8% | $4,296+0.2% |
| Admin fee / account holder | $3,918 | $6,566-40.3% | $8,355-53.1% | $6,918-43.4% |