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 | $161,263 | $115,770+39.3% | $101,248+59.3% | $158,922+1.5% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 18.48% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,343 | $4,175+4.0% | $3,660+18.7% | $4,761-8.8% |
| Participant deferral / active EE | $6,988 | $4,957+41.0% | $4,370+59.9% | $5,982+16.8% |
| Admin fee / account holder | $2,403 | $7,245-66.8% | $5,945-59.6% | $11,246-78.6% |