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 | $156,893 | $80,717+94.4% | $154,803+1.3% | $84,808+85.0% |
| Participation rate | 91.8% | 66.8%+25.0pp | 78.1%+13.7pp | 68.3%+23.5pp |
| Annual return | 18.60% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $6,672 | $2,761+141.6% | $4,305+55.0% | $2,631+153.6% |
| Participant deferral / active EE | $4,854 | $3,303+47.0% | $5,540-12.4% | $4,212+15.3% |
| Admin fee / account holder | $15,180 | $6,746+125.0% | $14,329+5.9% | $7,344+106.7% |