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 | $132,487 | $60,892+117.6% | $82,389+60.8% | $84,808+56.2% |
| Participation rate | 86.7% | 63.3%+23.4pp | 69.5%+17.1pp | 68.3%+18.4pp |
| Annual return | 14.55% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,898 | $1,779+6.7% | $2,517-24.6% | $2,631-27.9% |
| Participant deferral / active EE | $4,641 | $3,179+46.0% | $4,155+11.7% | $4,212+10.2% |
| Admin fee / account holder | $10,234 | $5,467+87.2% | $7,231+41.5% | $7,344+39.4% |