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 | $189,486 | $74,927+152.9% | $101,794+86.1% | $84,808+123.4% |
| Participation rate | 85.1% | 61.4%+23.7pp | 69.2%+15.9pp | 68.3%+16.8pp |
| Annual return | 16.09% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,691 | $1,522+11.1% | $2,289-26.1% | $2,631-35.7% |
| Participant deferral / active EE | $4,588 | $3,099+48.1% | $4,084+12.4% | $4,212+8.9% |
| Admin fee / account holder | $3,324 | $6,514-49.0% | $8,777-62.1% | $7,344-54.7% |