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 | $183,912 | $95,453+92.7% | $112,040+64.1% | $82,448+123.1% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.5%+10.3pp | 68.1%+18.8pp |
| Annual return | 14.30% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,584 | $2,318-31.7% | $2,954-46.4% | $2,551-37.9% |
| Participant deferral / active EE | $5,397 | $4,224+27.8% | $5,098+5.9% | $4,139+30.4% |
| Admin fee / account holder | $11,822 | $9,013+31.2% | $12,098-2.3% | $7,234+63.4% |