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 | $169,116 | $109,413+54.6% | $156,263+8.2% | $84,808+99.4% |
| Participation rate | 75.9% | 72.7%+3.2pp | 78.9%-3.0pp | 68.3%+7.6pp |
| Annual return | 16.12% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,666 | $2,907-42.7% | $4,333-61.5% | $2,631-36.7% |
| Participant deferral / active EE | $4,153 | $4,590-9.5% | $6,158-32.6% | $4,212-1.4% |
| Admin fee / account holder | $19,156 | $9,357+104.7% | $14,255+34.4% | $7,344+160.8% |