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 | $174,695 | $81,248+115.0% | $155,509+12.3% | $80,856+116.1% |
| Participation rate | 87.7% | 66.2%+21.4pp | 78.2%+9.5pp | 67.6%+20.0pp |
| Annual return | 16.78% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $6,711 | $3,100+116.5% | $4,672+43.6% | $2,755+143.6% |
| Participant deferral / active EE | $3,615 | $3,452+4.7% | $5,626-35.7% | $4,296-15.8% |
| Admin fee / account holder | $4,114 | $7,997-48.6% | $15,912-74.1% | $6,918-40.5% |