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 | $182,010 | $81,248+124.0% | $155,509+17.0% | $80,856+125.1% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 17.40% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,732 | $3,100+20.4% | $4,672-20.1% | $2,755+35.5% |
| Participant deferral / active EE | $4,617 | $3,452+33.8% | $5,626-17.9% | $4,296+7.5% |
| Admin fee / account holder | $12,727 | $7,997+59.1% | $15,912-20.0% | $6,918+84.0% |