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 | $197,951 | $48,570+307.6% | $130,648+51.5% | $72,985+171.2% |
| Participation rate | 72.6% | 58.6%+14.0pp | 71.7%+0.8pp | 69.5%+3.1pp |
| Annual return | 24.52% | 38.63%-14.1pp | 1708.96%-1684.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,416 | $1,334+6.2% | $4,092-65.4% | $2,440-41.9% |
| Participant deferral / active EE | $3,138 | $2,384+31.7% | $3,603-12.9% | $3,607-13.0% |
| Admin fee / account holder | $9,871 | $3,549+178.1% | $5,464+80.6% | $5,124+92.6% |