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 | $131,844 | $59,839+120.3% | $81,983+60.8% | $79,858+65.1% |
| Participation rate | 76.6% | 61.6%+15.0pp | 69.2%+7.3pp | 69.6%+7.0pp |
| Annual return | 13.37% | 17.56%-4.2pp | 41.31%-27.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,084 | $1,713+21.6% | $2,498-16.6% | $2,471-15.6% |
| Participant deferral / active EE | $4,451 | $2,695+65.2% | $3,722+19.6% | $3,740+19.0% |
| Admin fee / account holder | $14,819 | $4,287+245.6% | $5,664+161.6% | $5,306+179.3% |