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 | $179,012 | $86,286+107.5% | $111,297+60.8% | $85,850+108.5% |
| Participation rate | 91.8% | 73.3%+18.5pp | 77.3%+14.5pp | 69.3%+22.5pp |
| Annual return | 12.77% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,726 | $2,043+33.4% | $2,731-0.2% | $2,565+6.3% |
| Participant deferral / active EE | $6,422 | $3,641+76.4% | $4,487+43.1% | $3,952+62.5% |
| Admin fee / account holder | $5,471 | $8,188-33.2% | $7,964-31.3% | $6,260-12.6% |