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 | $171,303 | $78,926+117.0% | $136,749+25.3% | $84,808+102.0% |
| Participation rate | 91.2% | 62.2%+29.0pp | 72.1%+19.0pp | 68.3%+22.9pp |
| Annual return | 12.95% | 18.17%-5.2pp | 24.33%-11.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,336 | $2,134+56.3% | $3,400-1.9% | $2,631+26.8% |
| Participant deferral / active EE | $5,616 | $3,168+77.2% | $4,692+19.7% | $4,212+33.3% |
| Admin fee / account holder | $11,247 | $6,369+76.6% | $11,386-1.2% | $7,344+53.1% |