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 | $182,645 | $85,766+113.0% | $136,294+34.0% | $70,131+160.4% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 16.83% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,164 | $2,966+74.1% | $4,695+10.0% | $2,342+120.5% |
| Participant deferral / active EE | $4,355 | $5,051-13.8% | $6,247-30.3% | $3,332+30.7% |
| Admin fee / account holder | $2,059 | $5,420-62.0% | $9,243-77.7% | $4,645-55.7% |