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 | $189,223 | $62,672+201.9% | $185,117+2.2% | $70,131+169.8% |
| Participation rate | 96.4% | 63.8%+32.7pp | 77.3%+19.2pp | 69.5%+26.9pp |
| Annual return | 17.76% | 40.79%-23.0pp | 40.50%-22.7pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,893 | $1,753+122.0% | $4,182-6.9% | $2,342+66.2% |
| Participant deferral / active EE | $7,293 | $3,272+122.9% | $5,045+44.6% | $3,332+118.9% |
| Admin fee / account holder | $4,235 | $3,932+7.7% | $8,159-48.1% | $4,645-8.8% |