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 | $166,897 | $74,927+122.7% | $101,794+64.0% | $84,808+96.8% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.2%+23.9pp | 68.3%+24.8pp |
| Annual return | 15.56% | 18.70%-3.1pp | 30.53%-15.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,777 | $1,522+16.7% | $2,289-22.4% | $2,631-32.5% |
| Participant deferral / active EE | $6,649 | $3,099+114.6% | $4,084+62.8% | $4,212+57.9% |
| Admin fee / account holder | $3,368 | $6,514-48.3% | $8,777-61.6% | $7,344-54.1% |