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 | $190,574 | $109,413+74.2% | $156,263+22.0% | $84,808+124.7% |
| Participation rate | 78.3% | 72.7%+5.6pp | 78.9%-0.6pp | 68.3%+10.0pp |
| Annual return | 14.49% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,913 | $2,907+0.2% | $4,333-32.8% | $2,631+10.7% |
| Participant deferral / active EE | $6,102 | $4,590+32.9% | $6,158-0.9% | $4,212+44.9% |
| Admin fee / account holder | $23,137 | $9,357+147.3% | $14,255+62.3% | $7,344+215.1% |