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 | $185,647 | $81,248+128.5% | $155,509+19.4% | $80,856+129.6% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,217 | $3,100+3.8% | $4,672-31.2% | $2,755+16.8% |
| Participant deferral / active EE | $6,399 | $3,452+85.4% | $5,626+13.7% | $4,296+49.0% |
| Admin fee / account holder | $13,465 | $7,997+68.4% | $15,912-15.4% | $6,918+94.6% |