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 | $179,681 | $114,237+57.3% | $119,258+50.7% | $167,490+7.3% |
| Participation rate | 95.8% | 83.7%+12.1pp | 82.7%+13.1pp | 82.1%+13.7pp |
| Annual return | 11.59% | 29.87%-18.3pp | 30.69%-19.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $6,248 | $4,481+39.4% | $4,384+42.5% | $4,837+29.1% |
| Participant deferral / active EE | $6,407 | $6,084+5.3% | $6,111+4.8% | $6,341+1.0% |
| Admin fee / account holder | $26,697 | $8,932+198.9% | $7,226+269.5% | $12,309+116.9% |