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 | $185,010 | $123,793+49.5% | $177,821+4.0% | $79,858+131.7% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 12.21% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $6,330 | $4,095+54.6% | $5,918+7.0% | $2,471+156.2% |
| Participant deferral / active EE | $7,695 | $5,956+29.2% | $7,714-0.2% | $3,740+105.8% |
| Admin fee / account holder | $3,933 | $7,243-45.7% | $12,427-68.3% | $5,306-25.9% |