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 | $190,751 | $109,413+74.3% | $156,263+22.1% | $84,808+124.9% |
| Participation rate | 75.7% | 72.7%+3.0pp | 78.9%-3.2pp | 68.3%+7.4pp |
| Annual return | 18.17% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,110 | $2,907+7.0% | $4,333-28.2% | $2,631+18.2% |
| Participant deferral / active EE | $6,366 | $4,590+38.7% | $6,158+3.4% | $4,212+51.2% |
| Admin fee / account holder | $17,193 | $9,357+83.7% | $14,255+20.6% | $7,344+134.1% |