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 | $189,967 | $87,013+118.3% | $106,213+78.9% | $80,856+134.9% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.3pp | 67.6%+7.9pp |
| Annual return | 17.17% | 17.05%+0.1pp | 116.14%-99.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,618 | $2,395+51.0% | $3,171+14.1% | $2,755+31.3% |
| Participant deferral / active EE | $8,103 | $3,986+103.3% | $5,016+61.5% | $4,296+88.6% |
| Admin fee / account holder | $4,938 | $8,431-41.4% | $11,033-55.2% | $6,918-28.6% |