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 | $156,564 | $56,277+178.2% | $80,975+93.3% | $62,891+148.9% |
| Participation rate | 79.5% | 69.0%+10.5pp | 75.8%+3.7pp | 69.3%+10.2pp |
| Annual return | 8.19% | 22.12%-13.9pp | 17.10%-8.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,951 | $1,943+154.8% | $3,714+33.3% | $2,281+117.1% |
| Participant deferral / active EE | $9,851 | $4,195+134.8% | $5,696+72.9% | $3,203+207.6% |
| Admin fee / account holder | $1,602 | $3,741-57.2% | $5,516-71.0% | $4,296-62.7% |