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 | $187,731 | $101,724+84.5% | $164,813+13.9% | $80,856+132.2% |
| Participation rate | 78.8% | 71.8%+7.0pp | 78.6%+0.2pp | 67.6%+11.1pp |
| Annual return | 17.34% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,875 | $2,953+65.1% | $4,341+12.3% | $2,755+77.0% |
| Participant deferral / active EE | $4,965 | $4,477+10.9% | $6,031-17.7% | $4,296+15.6% |
| Admin fee / account holder | $2,552 | $8,227-69.0% | $12,690-79.9% | $6,918-63.1% |