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 | $213,670 | $81,248+163.0% | $155,509+37.4% | $80,856+164.3% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.6%+16.3pp |
| Annual return | 11.52% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,918 | $3,100+26.4% | $4,672-16.1% | $2,755+42.2% |
| Participant deferral / active EE | $5,157 | $3,452+49.4% | $5,626-8.3% | $4,296+20.0% |
| Admin fee / account holder | $15,454 | $7,997+93.2% | $15,912-2.9% | $6,918+123.4% |