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 | $177,061 | $85,766+106.4% | $136,294+29.9% | $70,131+152.5% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 14.57% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,168 | $2,966+6.8% | $4,695-32.5% | $2,342+35.3% |
| Participant deferral / active EE | $3,685 | $5,051-27.0% | $6,247-41.0% | $3,332+10.6% |
| Admin fee / account holder | $7,202 | $5,420+32.9% | $9,243-22.1% | $4,645+55.0% |