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 | $192,087 | $89,753+114.0% | $107,525+78.6% | $84,808+126.5% |
| Participation rate | 74.5% | 68.1%+6.5pp | 75.1%-0.5pp | 68.3%+6.2pp |
| Annual return | 13.78% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $9,280 | $3,113+198.1% | $3,754+147.2% | $2,631+252.7% |
| Participant deferral / active EE | $4,662 | $4,056+14.9% | $5,116-8.9% | $4,212+10.7% |
| Admin fee / account holder | $1,571 | $7,222-78.2% | $8,919-82.4% | $7,344-78.6% |