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 | $192,782 | $138,347+39.3% | $184,203+4.7% | $80,856+138.4% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.2pp |
| Annual return | 21.72% | 20.02%+1.7pp | 28.81%-7.1pp | 35.59%-13.9pp |
| Employer contribution / active EE | $3,137 | $4,850-35.3% | $6,427-51.2% | $2,755+13.9% |
| Participant deferral / active EE | $4,830 | $7,071-31.7% | $9,131-47.1% | $4,296+12.4% |
| Admin fee / account holder | $10,926 | $10,483+4.2% | $13,901-21.4% | $6,918+57.9% |