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 | $145,985 | $93,170+56.7% | $100,534+45.2% | $84,808+72.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 80.6%+12.7pp | 68.3%+25.0pp |
| Annual return | 17.12% | 47.13%-30.0pp | 32.66%-15.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,107 | $3,985-22.0% | $4,346-28.5% | $2,631+18.1% |
| Participant deferral / active EE | $4,997 | $5,699-12.3% | $6,144-18.7% | $4,212+18.7% |
| Admin fee / account holder | $5,183 | $7,382-29.8% | $7,654-32.3% | $7,344-29.4% |