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 | $170,806 | $79,944+113.7% | $98,439+73.5% | $75,163+127.2% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.2%+21.7pp | 67.2%+29.7pp |
| Annual return | 20.37% | 19.75%+0.6pp | 21.16%-0.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,194 | $2,264-3.1% | $3,048-28.0% | $2,670-17.8% |
| Participant deferral / active EE | $3,224 | $3,752-14.1% | $4,738-32.0% | $4,125-21.8% |
| Admin fee / account holder | $3,374 | $6,840-50.7% | $8,948-62.3% | $5,651-40.3% |