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 | $169,899 | $109,413+55.3% | $156,263+8.7% | $84,808+100.3% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 14.35% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,010 | $2,907+106.7% | $4,333+38.7% | $2,631+128.4% |
| Participant deferral / active EE | $8,014 | $4,590+74.6% | $6,158+30.1% | $4,212+90.3% |
| Admin fee / account holder | $12,090 | $9,357+29.2% | $14,255-15.2% | $7,344+64.6% |