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 | $179,019 | $109,881+62.9% | $150,045+19.3% | $84,808+111.1% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 16.60% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,014 | $3,561+68.9% | $4,693+28.1% | $2,631+128.6% |
| Participant deferral / active EE | $3,820 | $6,636-42.4% | $7,997-52.2% | $4,212-9.3% |
| Admin fee / account holder | $9,462 | $8,568+10.4% | $13,435-29.6% | $7,344+28.8% |