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 | $168,947 | $43,075+292.2% | $74,583+126.5% | $62,891+168.6% |
| Participation rate | 90.9% | 58.1%+32.9pp | 68.1%+22.8pp | 69.3%+21.6pp |
| Annual return | 5.46% | 17.50%-12.0pp | 20.47%-15.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,730 | $1,498+15.5% | $2,525-31.5% | $2,281-24.2% |
| Participant deferral / active EE | $2,428 | $2,389+1.6% | $3,458-29.8% | $3,203-24.2% |
| Admin fee / account holder | $99,211 | $2,840+3393.6% | $4,138+2297.7% | $4,296+2209.6% |