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 | $171,117 | $72,277+136.8% | $101,248+69.0% | $79,858+114.3% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 12.37% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,813 | $2,692+4.5% | $3,660-23.1% | $2,471+13.8% |
| Participant deferral / active EE | $2,511 | $3,282-23.5% | $4,370-42.5% | $3,740-32.9% |
| Admin fee / account holder | $24,389 | $4,400+454.3% | $5,945+310.2% | $5,306+359.6% |