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 | $168,184 | $49,915+236.9% | $154,803+8.6% | $74,304+126.3% |
| Participation rate | 78.9% | 54.0%+25.0pp | 78.1%+0.9pp | 60.3%+18.6pp |
| Annual return | 14.81% | 34.06%-19.2pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $5,526 | $1,611+243.0% | $4,305+28.3% | $2,241+146.6% |
| Participant deferral / active EE | $4,949 | $2,255+119.5% | $5,540-10.7% | $3,767+31.4% |
| Admin fee / account holder | $6,306 | $2,189+188.1% | $14,329-56.0% | $2,969+112.4% |