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 | $179,886 | $74,927+140.1% | $101,794+76.7% | $84,808+112.1% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 16.70% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,365 | $1,522+121.1% | $2,289+47.0% | $2,631+27.9% |
| Participant deferral / active EE | $6,504 | $3,099+109.9% | $4,084+59.2% | $4,212+54.4% |
| Admin fee / account holder | $2,663 | $6,514-59.1% | $8,777-69.7% | $7,344-63.7% |