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 | $188,464 | $72,492+160.0% | $87,100+116.4% | $72,985+158.2% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 16.49% | 24.46%-8.0pp | 28.19%-11.7pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,344 | $1,894+23.8% | $2,521-7.0% | $2,440-3.9% |
| Participant deferral / active EE | $6,554 | $3,270+100.5% | $4,049+61.9% | $3,607+81.7% |
| Admin fee / account holder | $12,312 | $5,055+143.6% | $7,497+64.2% | $5,124+140.3% |