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 | $183,635 | $77,899+135.7% | $149,673+22.7% | $75,163+144.3% |
| Participation rate | 79.1% | 65.6%+13.5pp | 78.8%+0.3pp | 67.2%+11.9pp |
| Annual return | 21.05% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $6,535 | $3,137+108.3% | $4,818+35.6% | $2,670+144.8% |
| Participant deferral / active EE | $5,511 | $3,411+61.6% | $5,680-3.0% | $4,125+33.6% |
| Admin fee / account holder | $3,614 | $5,956-39.3% | $13,210-72.6% | $5,651-36.0% |