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 | $198,026 | $95,803+106.7% | $113,168+75.0% | $84,808+133.5% |
| Participation rate | 96.1% | 72.9%+23.2pp | 76.6%+19.5pp | 68.3%+27.8pp |
| Annual return | 13.08% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,402 | $2,360+128.9% | $2,975+81.6% | $2,631+105.3% |
| Participant deferral / active EE | $5,530 | $4,242+30.4% | $5,107+8.3% | $4,212+31.3% |
| Admin fee / account holder | $12,379 | $8,989+37.7% | $12,068+2.6% | $7,344+68.6% |