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 | $174,601 | $81,460+114.3% | $103,333+69.0% | $80,856+115.9% |
| Participation rate | 73.5% | 66.8%+6.7pp | 74.5%-1.0pp | 67.6%+5.9pp |
| Annual return | 12.98% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,845 | $3,105+56.0% | $3,868+25.3% | $2,755+75.9% |
| Participant deferral / active EE | $1,757 | $3,869-54.6% | $5,057-65.2% | $4,296-59.1% |
| Admin fee / account holder | $3,262 | $6,566-50.3% | $8,355-61.0% | $6,918-52.8% |