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 | $123,291 | $54,705+125.4% | $71,209+73.1% | $84,808+45.4% |
| Participation rate | 84.1% | 64.1%+20.0pp | 73.8%+10.3pp | 68.3%+15.7pp |
| Annual return | 17.36% | 35.90%-18.5pp | 282.51%-265.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,183 | $2,158+1.2% | $2,721-19.8% | $2,631-17.0% |
| Participant deferral / active EE | $5,155 | $3,030+70.1% | $4,175+23.5% | $4,212+22.4% |
| Admin fee / account holder | $8,714 | $4,863+79.2% | $5,349+62.9% | $7,344+18.7% |