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 | $178,522 | $81,248+119.7% | $155,509+14.8% | $80,856+120.8% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 14.33% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,608 | $3,100+16.4% | $4,672-22.8% | $2,755+31.0% |
| Participant deferral / active EE | $7,088 | $3,452+105.4% | $5,626+26.0% | $4,296+65.0% |
| Admin fee / account holder | $1,131 | $7,997-85.9% | $15,912-92.9% | $6,918-83.7% |