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 | $162,042 | $100,773+60.8% | $88,946+82.2% | $142,382+13.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 14.46% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,067 | $2,918-29.2% | $2,555-19.1% | $4,299-51.9% |
| Participant deferral / active EE | $5,589 | $5,230+6.9% | $4,581+22.0% | $6,507-14.1% |
| Admin fee / account holder | $5,541 | $9,693-42.8% | $8,261-32.9% | $12,624-56.1% |