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 | $200,964 | $95,803+109.8% | $113,168+77.6% | $84,808+137.0% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 15.67% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,798 | $2,360-23.8% | $2,975-39.6% | $2,631-31.6% |
| Participant deferral / active EE | $5,642 | $4,242+33.0% | $5,107+10.5% | $4,212+34.0% |
| Admin fee / account holder | $11,483 | $8,989+27.7% | $12,068-4.8% | $7,344+56.4% |