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 | $223,629 | $86,929+157.3% | $102,423+118.3% | $80,856+176.6% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 11.24% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,236 | $2,369-47.8% | $3,023-59.1% | $2,755-55.1% |
| Participant deferral / active EE | $6,095 | $4,118+48.0% | $5,053+20.6% | $4,296+41.9% |
| Admin fee / account holder | $9,237 | $8,049+14.8% | $9,451-2.3% | $6,918+33.5% |