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 | $196,456 | $95,803+105.1% | $113,168+73.6% | $84,808+131.6% |
| Participation rate | 92.6% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.3pp |
| Annual return | 18.78% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,208 | $2,360-48.8% | $2,975-59.4% | $2,631-54.1% |
| Participant deferral / active EE | $11,246 | $4,242+165.1% | $5,107+120.2% | $4,212+167.0% |
| Admin fee / account holder | $18,209 | $8,989+102.6% | $12,068+50.9% | $7,344+148.0% |