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 | $193,120 | $80,968+138.5% | $96,544+100.0% | $75,163+156.9% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 13.87% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,156 | $2,282-5.5% | $2,965-27.3% | $2,670-19.2% |
| Participant deferral / active EE | $3,734 | $3,928-4.9% | $4,851-23.0% | $4,125-9.5% |
| Admin fee / account holder | $3,481 | $6,724-48.2% | $8,252-57.8% | $5,651-38.4% |