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 | $182,135 | $77,899+133.8% | $149,673+21.7% | $75,163+142.3% |
| Participation rate | 91.8% | 65.6%+26.2pp | 78.8%+13.0pp | 67.2%+24.6pp |
| Annual return | 15.41% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $6,411 | $3,137+104.3% | $4,818+33.1% | $2,670+140.1% |
| Participant deferral / active EE | $4,937 | $3,411+44.7% | $5,680-13.1% | $4,125+19.7% |
| Admin fee / account holder | $3,589 | $5,956-39.7% | $13,210-72.8% | $5,651-36.5% |