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 | $178,821 | $79,944+123.7% | $98,439+81.7% | $75,163+137.9% |
| Participation rate | 70.0% | 70.4%-0.4pp | 75.2%-5.2pp | 67.2%+2.8pp |
| Annual return | 13.60% | 19.75%-6.1pp | 21.16%-7.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,163 | $2,264-48.6% | $3,048-61.9% | $2,670-56.4% |
| Participant deferral / active EE | $5,551 | $3,752+47.9% | $4,738+17.2% | $4,125+34.6% |
| Admin fee / account holder | $25,915 | $6,840+278.9% | $8,948+189.6% | $5,651+358.6% |