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 | $174,434 | $74,927+132.8% | $101,794+71.4% | $84,808+105.7% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.2%+10.1pp | 68.3%+11.0pp |
| Annual return | 16.53% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,082 | $1,522+102.5% | $2,289+34.7% | $2,631+17.1% |
| Participant deferral / active EE | $6,589 | $3,099+112.6% | $4,084+61.3% | $4,212+56.4% |
| Admin fee / account holder | $3,738 | $6,514-42.6% | $8,777-57.4% | $7,344-49.1% |