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 | $166,786 | $73,933+125.6% | $96,683+72.5% | $75,163+121.9% |
| Participation rate | 74.3% | 66.4%+7.9pp | 74.3%-0.1pp | 67.2%+7.1pp |
| Annual return | 17.11% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,863 | $2,928+31.9% | $3,737+3.4% | $2,670+44.7% |
| Participant deferral / active EE | $4,983 | $3,659+36.2% | $4,878+2.1% | $4,125+20.8% |
| Admin fee / account holder | $1,721 | $5,216-67.0% | $6,730-74.4% | $5,651-69.5% |