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 | $167,413 | $81,460+105.5% | $103,333+62.0% | $80,856+107.0% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 10.53% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $6,781 | $3,105+118.4% | $3,868+75.3% | $2,755+146.1% |
| Participant deferral / active EE | $8,119 | $3,869+109.9% | $5,057+60.5% | $4,296+89.0% |
| Admin fee / account holder | $10,905 | $6,566+66.1% | $8,355+30.5% | $6,918+57.6% |