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 | $152,697 | $72,277+111.3% | $101,248+50.8% | $79,858+91.2% |
| Participation rate | 77.6% | 68.5%+9.2pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | 16.87% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,161 | $2,692-56.9% | $3,660-68.3% | $2,471-53.0% |
| Participant deferral / active EE | $7,214 | $3,282+119.8% | $4,370+65.1% | $3,740+92.9% |
| Admin fee / account holder | $13,366 | $4,400+203.8% | $5,945+124.8% | $5,306+151.9% |