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 | $188,026 | $72,012+161.1% | $185,823+1.2% | $79,858+135.5% |
| Participation rate | 89.7% | 65.8%+23.9pp | 78.0%+11.6pp | 69.6%+20.0pp |
| Annual return | 12.42% | 23.12%-10.7pp | 35.95%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,972 | $1,965+51.3% | $4,087-27.3% | $2,471+20.3% |
| Participant deferral / active EE | $7,203 | $3,779+90.6% | $5,632+27.9% | $3,740+92.6% |
| Admin fee / account holder | $5,106 | $4,513+13.2% | $9,500-46.3% | $5,306-3.8% |