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 | $177,467 | $76,552+131.8% | $123,892+43.2% | $62,891+182.2% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,951 | $2,883+37.1% | $4,617-14.4% | $2,281+73.2% |
| Participant deferral / active EE | $8,836 | $4,840+82.6% | $5,984+47.6% | $3,203+175.9% |
| Admin fee / account holder | $5,510 | $4,826+14.2% | $8,357-34.1% | $4,296+28.3% |