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 | $141,946 | $49,915+184.4% | $154,803-8.3% | $74,304+91.0% |
| Participation rate | 87.0% | 54.0%+33.0pp | 78.1%+8.9pp | 60.3%+26.7pp |
| Annual return | 14.15% | 34.06%-19.9pp | 58.88%-44.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $3,201 | $1,611+98.7% | $4,305-25.6% | $2,241+42.8% |
| Participant deferral / active EE | $5,632 | $2,255+149.8% | $5,540+1.6% | $3,767+49.5% |
| Admin fee / account holder | $6,500 | $2,189+197.0% | $14,329-54.6% | $2,969+119.0% |