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 | $191,996 | $123,793+55.1% | $177,821+8.0% | $79,858+140.4% |
| Participation rate | 89.4% | 84.7%+4.7pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 17.59% | 22.82%-5.2pp | 48.32%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $7,762 | $4,095+89.5% | $5,918+31.1% | $2,471+214.1% |
| Participant deferral / active EE | $17,263 | $5,956+189.8% | $7,714+123.8% | $3,740+361.6% |
| Admin fee / account holder | $1,861 | $7,243-74.3% | $12,427-85.0% | $5,306-64.9% |