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 | $158,991 | $78,705+102.0% | $117,854+34.9% | $70,131+126.7% |
| Participation rate | 76.7% | 73.2%+3.5pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 14.53% | 23.30%-8.8pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $616 | $2,223-72.3% | $3,786-83.7% | $2,342-73.7% |
| Participant deferral / active EE | $6,162 | $3,297+86.9% | $4,482+37.5% | $3,332+85.0% |
| Admin fee / account holder | $2,276 | $5,065-55.1% | $8,020-71.6% | $4,645-51.0% |