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 | $177,665 | $89,753+97.9% | $107,525+65.2% | $84,808+109.5% |
| Participation rate | 75.4% | 68.1%+7.4pp | 75.1%+0.4pp | 68.3%+7.1pp |
| Annual return | 17.63% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,259 | $3,113+36.8% | $3,754+13.5% | $2,631+61.9% |
| Participant deferral / active EE | $9,369 | $4,056+131.0% | $5,116+83.2% | $4,212+122.5% |
| Admin fee / account holder | $6,184 | $7,222-14.4% | $8,919-30.7% | $7,344-15.8% |