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 | $160,883 | $101,724+58.2% | $164,813-2.4% | $80,856+99.0% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.8pp |
| Annual return | 21.24% | 16.72%+4.5pp | 69.93%-48.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $5,405 | $2,953+83.0% | $4,341+24.5% | $2,755+96.2% |
| Participant deferral / active EE | $3,753 | $4,477-16.2% | $6,031-37.8% | $4,296-12.6% |
| Admin fee / account holder | $4,315 | $8,227-47.5% | $12,690-66.0% | $6,918-37.6% |