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 | $168,092 | $51,576+225.9% | $129,207+30.1% | $80,856+107.9% |
| Participation rate | 76.5% | 57.0%+19.5pp | 69.6%+6.9pp | 67.6%+8.8pp |
| Annual return | 13.34% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,840 | $1,584+79.3% | $4,153-31.6% | $2,755+3.1% |
| Participant deferral / active EE | $3,594 | $2,669+34.7% | $4,168-13.8% | $4,296-16.3% |
| Admin fee / account holder | $2,859 | $4,305-33.6% | $7,715-62.9% | $6,918-58.7% |