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 | $190,900 | $81,248+135.0% | $155,509+22.8% | $80,856+136.1% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 15.07% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,517 | $3,100+13.4% | $4,672-24.7% | $2,755+27.7% |
| Participant deferral / active EE | $5,109 | $3,452+48.0% | $5,626-9.2% | $4,296+18.9% |
| Admin fee / account holder | $2,791 | $7,997-65.1% | $15,912-82.5% | $6,918-59.7% |