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 | $178,137 | $109,413+62.8% | $156,263+14.0% | $84,808+110.0% |
| Participation rate | 88.2% | 72.7%+15.5pp | 78.9%+9.3pp | 68.3%+19.9pp |
| Annual return | 16.48% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,882 | $2,907+102.4% | $4,333+35.8% | $2,631+123.6% |
| Participant deferral / active EE | $3,794 | $4,590-17.3% | $6,158-38.4% | $4,212-9.9% |
| Admin fee / account holder | $13,815 | $9,357+47.6% | $14,255-3.1% | $7,344+88.1% |