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 | $190,487 | $109,413+74.1% | $156,263+21.9% | $84,808+124.6% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 12.82% | 20.18%-7.4pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,244 | $2,907+11.6% | $4,333-25.1% | $2,631+23.3% |
| Participant deferral / active EE | $4,250 | $4,590-7.4% | $6,158-31.0% | $4,212+0.9% |
| Admin fee / account holder | $14,779 | $9,357+58.0% | $14,255+3.7% | $7,344+101.3% |