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 | $142,584 | $70,475+102.3% | $100,516+41.9% | $79,858+78.5% |
| Participation rate | 82.3% | 73.7%+8.6pp | 79.4%+2.9pp | 69.6%+12.6pp |
| Annual return | 16.07% | 21.90%-5.8pp | 30.89%-14.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,262 | $2,165+50.7% | $3,418-4.6% | $2,471+32.0% |
| Participant deferral / active EE | $8,089 | $5,181+56.1% | $6,270+29.0% | $3,740+116.3% |
| Admin fee / account holder | $5,960 | $4,478+33.1% | $8,081-26.2% | $5,306+12.3% |