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 | $168,877 | $109,413+54.3% | $156,263+8.1% | $84,808+99.1% |
| Participation rate | 95.3% | 72.7%+22.6pp | 78.9%+16.4pp | 68.3%+27.0pp |
| Annual return | 17.13% | 20.18%-3.1pp | 59.47%-42.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $10,588 | $2,907+264.2% | $4,333+144.4% | $2,631+302.4% |
| Participant deferral / active EE | $5,503 | $4,590+19.9% | $6,158-10.6% | $4,212+30.7% |
| Admin fee / account holder | $13,310 | $9,357+42.3% | $14,255-6.6% | $7,344+81.2% |