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 | $182,596 | $83,477+118.7% | $125,175+45.9% | $72,985+150.2% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.5%+15.5pp |
| Annual return | 24.69% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,739 | $2,345+16.8% | $3,865-29.1% | $2,440+12.3% |
| Participant deferral / active EE | $5,478 | $3,585+52.8% | $4,937+11.0% | $3,607+51.9% |
| Admin fee / account holder | $5,264 | $5,517-4.6% | $9,702-45.7% | $5,124+2.7% |