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 | $138,067 | $87,013+58.7% | $106,213+30.0% | $80,856+70.8% |
| Participation rate | 76.3% | 70.4%+5.9pp | 75.3%+1.1pp | 67.6%+8.7pp |
| Annual return | 13.92% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,192 | $2,395+33.3% | $3,171+0.7% | $2,755+15.9% |
| Participant deferral / active EE | $6,793 | $3,986+70.4% | $5,016+35.4% | $4,296+58.1% |
| Admin fee / account holder | $10,231 | $8,431+21.3% | $11,033-7.3% | $6,918+47.9% |