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 | $159,247 | $78,422+103.1% | $95,952+66.0% | $79,858+99.4% |
| Participation rate | 86.5% | 73.5%+13.0pp | 77.1%+9.4pp | 69.6%+16.9pp |
| Annual return | 10.96% | 19.37%-8.4pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,709 | $1,945-12.2% | $2,541-32.8% | $2,471-30.8% |
| Participant deferral / active EE | $4,372 | $3,440+27.1% | $4,167+4.9% | $3,740+16.9% |
| Admin fee / account holder | $16,341 | $5,622+190.7% | $6,795+140.5% | $5,306+208.0% |