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 | $168,961 | $109,413+54.4% | $156,263+8.1% | $84,808+99.2% |
| Participation rate | 89.6% | 72.7%+16.9pp | 78.9%+10.7pp | 68.3%+21.3pp |
| Annual return | 14.37% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,087 | $2,907+143.8% | $4,333+63.6% | $2,631+169.4% |
| Participant deferral / active EE | $6,832 | $4,590+48.9% | $6,158+10.9% | $4,212+62.2% |
| Admin fee / account holder | $1,458 | $9,357-84.4% | $14,255-89.8% | $7,344-80.1% |