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 | $189,236 | $81,446+132.3% | $103,374+83.1% | $80,874+134.0% |
| Participation rate | 87.7% | 66.9%+20.8pp | 74.5%+13.2pp | 67.6%+20.0pp |
| Annual return | 12.06% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $4,496 | $3,107+44.7% | $3,869+16.2% | $2,756+63.2% |
| Participant deferral / active EE | $5,833 | $3,870+50.7% | $5,058+15.3% | $4,297+35.8% |
| Admin fee / account holder | $17,695 | $6,715+163.5% | $8,394+110.8% | $6,935+155.1% |