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 | $51,604+225.7% | $129,295+30.0% | $80,874+107.8% |
| Participation rate | 76.5% | 57.0%+19.5pp | 69.6%+6.8pp | 67.6%+8.8pp |
| Annual return | 13.34% | 20.76%-7.4pp | 9429.28%-9415.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,840 | $1,585+79.2% | $4,157-31.7% | $2,756+3.0% |
| Participant deferral / active EE | $3,594 | $2,670+34.6% | $4,169-13.8% | $4,297-16.4% |
| Admin fee / account holder | $2,859 | $4,310-33.7% | $7,665-62.7% | $6,935-58.8% |