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 | $172,558 | $71,050+142.9% | $93,606+84.3% | $80,856+113.4% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | 14.06% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,079 | $1,564-31.0% | $2,420-55.4% | $2,755-60.8% |
| Participant deferral / active EE | $6,318 | $4,034+56.6% | $4,411+43.2% | $4,296+47.1% |
| Admin fee / account holder | $9,954 | $6,945+43.3% | $8,285+20.1% | $6,918+43.9% |