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 | $189,388 | $93,571+102.4% | $135,903+39.4% | $75,163+152.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 18.02% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,187 | $3,537-38.2% | $4,856-55.0% | $2,670-18.1% |
| Participant deferral / active EE | $6,447 | $6,404+0.7% | $7,758-16.9% | $4,125+56.3% |
| Admin fee / account holder | $7,053 | $6,975+1.1% | $10,762-34.5% | $5,651+24.8% |