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 | $169,918 | $109,359+55.4% | $162,163+4.8% | $72,985+132.8% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 23.61% | 25.46%-1.8pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,824 | $3,907-27.7% | $5,614-49.7% | $2,440+15.7% |
| Participant deferral / active EE | $7,256 | $5,481+32.4% | $7,298-0.6% | $3,607+101.2% |
| Admin fee / account holder | $7,821 | $7,972-1.9% | $10,843-27.9% | $5,124+52.6% |