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 | $192,253 | $138,347+39.0% | $184,203+4.4% | $80,856+137.8% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.6%+23.5pp |
| Annual return | 14.10% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,378 | $4,850+10.9% | $6,427-16.3% | $2,755+95.2% |
| Participant deferral / active EE | $10,496 | $7,071+48.4% | $9,131+14.9% | $4,296+144.3% |
| Admin fee / account holder | $3,099 | $10,483-70.4% | $13,901-77.7% | $6,918-55.2% |