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 | $192,982 | $74,927+157.6% | $101,794+89.6% | $84,808+127.6% |
| Participation rate | 89.4% | 61.4%+28.0pp | 69.2%+20.2pp | 68.3%+21.1pp |
| Annual return | 17.28% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,030 | $1,522+99.1% | $2,289+32.4% | $2,631+15.2% |
| Participant deferral / active EE | $7,058 | $3,099+127.7% | $4,084+72.8% | $4,212+67.6% |
| Admin fee / account holder | $13,963 | $6,514+114.4% | $8,777+59.1% | $7,344+90.1% |