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 | $157,849 | $77,899+102.6% | $149,673+5.5% | $75,163+110.0% |
| Participation rate | 70.3% | 65.6%+4.7pp | 78.8%-8.5pp | 67.2%+3.1pp |
| Annual return | 57.39% | 31.72%+25.7pp | 134.42%-77.0pp | 160.62%-103.2pp |
| Employer contribution / active EE | $3,703 | $3,137+18.0% | $4,818-23.1% | $2,670+38.7% |
| Participant deferral / active EE | $5,836 | $3,411+71.1% | $5,680+2.7% | $4,125+41.5% |
| Admin fee / account holder | $1,681 | $5,956-71.8% | $13,210-87.3% | $5,651-70.2% |