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 | $168,620 | $80,717+108.9% | $154,803+8.9% | $84,808+98.8% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,675 | $2,761+105.5% | $4,305+31.8% | $2,631+115.7% |
| Participant deferral / active EE | $3,363 | $3,303+1.8% | $5,540-39.3% | $4,212-20.2% |
| Admin fee / account holder | $7,201 | $6,746+6.7% | $14,329-49.7% | $7,344-1.9% |