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 | $190,151 | $80,717+135.6% | $154,803+22.8% | $84,808+124.2% |
| Participation rate | 72.2% | 66.8%+5.3pp | 78.1%-5.9pp | 68.3%+3.8pp |
| Annual return | 17.35% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,532 | $2,761+27.9% | $4,305-18.0% | $2,631+34.3% |
| Participant deferral / active EE | $5,031 | $3,303+52.3% | $5,540-9.2% | $4,212+19.5% |
| Admin fee / account holder | $15,220 | $6,746+125.6% | $14,329+6.2% | $7,344+107.2% |