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 | $154,430 | $67,606+128.4% | $82,313+87.6% | $70,131+120.2% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.9%+16.8pp | 69.5%+24.1pp |
| Annual return | 19.61% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,340 | $1,755+33.4% | $2,428-3.6% | $2,342-0.1% |
| Participant deferral / active EE | $5,579 | $2,987+86.8% | $3,706+50.5% | $3,332+67.4% |
| Admin fee / account holder | $6,770 | $4,512+50.0% | $5,608+20.7% | $4,645+45.7% |