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 | $166,070 | $76,552+116.9% | $123,892+34.0% | $62,891+164.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 14.69% | 18.68%-4.0pp | 47.52%-32.8pp | 20.14%-5.5pp |
| Employer contribution / active EE | $2,736 | $2,883-5.1% | $4,617-40.7% | $2,281+19.9% |
| Participant deferral / active EE | $6,731 | $4,840+39.1% | $5,984+12.5% | $3,203+110.1% |
| Admin fee / account holder | $1,493 | $4,826-69.1% | $8,357-82.1% | $4,296-65.2% |