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 | $170,102 | $63,764+166.8% | $81,930+107.6% | $79,858+113.0% |
| Participation rate | 76.3% | 67.5%+8.8pp | 72.0%+4.3pp | 69.6%+6.7pp |
| Annual return | 21.01% | 22.66%-1.7pp | 29.49%-8.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,264 | $1,795+26.1% | $4,310-47.5% | $2,471-8.4% |
| Participant deferral / active EE | $5,504 | $2,780+97.9% | $7,107-22.6% | $3,740+47.2% |
| Admin fee / account holder | $1,112 | $4,426-74.9% | $5,158-78.4% | $5,306-79.0% |