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 | $183,970 | $76,367+140.9% | $93,606+96.5% | $72,985+152.1% |
| Participation rate | 96.6% | 71.7%+24.8pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | 22.87% | 25.82%-2.9pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,388 | $2,275+4.9% | $2,718-12.2% | $2,440-2.1% |
| Participant deferral / active EE | $4,505 | $3,538+27.3% | $4,069+10.7% | $3,607+24.9% |
| Admin fee / account holder | $7,298 | $6,838+6.7% | $7,888-7.5% | $5,124+42.4% |