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 | $167,010 | $80,968+106.3% | $96,544+73.0% | $75,163+122.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 13.94% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,383 | $2,282+4.4% | $2,965-19.6% | $2,670-10.8% |
| Participant deferral / active EE | $6,355 | $3,928+61.8% | $4,851+31.0% | $4,125+54.1% |
| Admin fee / account holder | $3,671 | $6,724-45.4% | $8,252-55.5% | $5,651-35.0% |