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 | $155,034 | $73,360+111.3% | $177,989-12.9% | $74,495+108.1% |
| Participation rate | 74.1% | 66.6%+7.5pp | 77.1%-3.0pp | 67.2%+6.9pp |
| Annual return | 21.21% | 17.49%+3.7pp | 294.48%-273.3pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $2,346 | $2,216+5.8% | $3,949-40.6% | $2,623-10.6% |
| Participant deferral / active EE | $8,335 | $4,513+84.7% | $6,276+32.8% | $4,346+91.8% |
| Admin fee / account holder | $5,768 | $1,808+219.1% | $10,363-44.3% | $1,942+197.1% |