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 | $183,943 | $114,381+60.8% | $107,525+71.1% | $142,382+29.2% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 16.98% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,658 | $4,015+65.8% | $3,754+77.4% | $4,299+54.9% |
| Participant deferral / active EE | $10,943 | $5,564+96.7% | $5,116+113.9% | $6,507+68.2% |
| Admin fee / account holder | $11,315 | $9,860+14.8% | $8,919+26.9% | $12,624-10.4% |