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 | $190,732 | $109,413+74.3% | $156,263+22.1% | $84,808+124.9% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 14.31% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,019 | $2,907+72.7% | $4,333+15.8% | $2,631+90.8% |
| Participant deferral / active EE | $9,485 | $4,590+106.7% | $6,158+54.0% | $4,212+125.2% |
| Admin fee / account holder | $25,159 | $9,357+168.9% | $14,255+76.5% | $7,344+242.6% |