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 | $165,687 | $81,460+103.4% | $103,333+60.3% | $80,856+104.9% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 15.25% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,903 | $3,105-6.5% | $3,868-24.9% | $2,755+5.4% |
| Participant deferral / active EE | $15,210 | $3,869+293.2% | $5,057+200.7% | $4,296+254.1% |
| Admin fee / account holder | $3,274 | $6,566-50.1% | $8,355-60.8% | $6,918-52.7% |