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 | $185,579 | $81,460+127.8% | $103,333+79.6% | $80,856+129.5% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.6%+11.7pp |
| Annual return | 16.44% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,399 | $3,105+9.5% | $3,868-12.1% | $2,755+23.4% |
| Participant deferral / active EE | $5,861 | $3,869+51.5% | $5,057+15.9% | $4,296+36.4% |
| Admin fee / account holder | $8,184 | $6,566+24.6% | $8,355-2.0% | $6,918+18.3% |