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 | $165,620 | $72,492+128.5% | $87,100+90.1% | $72,985+126.9% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 28.86% | 24.46%+4.4pp | 28.19%+0.7pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,959 | $1,894+3.4% | $2,521-22.3% | $2,440-19.7% |
| Participant deferral / active EE | $5,139 | $3,270+57.2% | $4,049+26.9% | $3,607+42.4% |
| Admin fee / account holder | $5,368 | $5,055+6.2% | $7,497-28.4% | $5,124+4.7% |