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 | $114,193 | $56,054+103.7% | $171,082-33.3% | $62,891+81.6% |
| Participation rate | 77.1% | 62.9%+14.2pp | 76.7%+0.4pp | 69.3%+7.8pp |
| Annual return | 6.19% | 22.52%-16.3pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,562 | $1,731+221.3% | $4,002+39.0% | $2,281+143.9% |
| Participant deferral / active EE | $5,362 | $3,158+69.8% | $4,797+11.8% | $3,203+67.4% |
| Admin fee / account holder | $26,729 | $3,647+633.0% | $8,520+213.7% | $4,296+522.3% |