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 | $176,687 | $78,705+124.5% | $117,854+49.9% | $70,131+151.9% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 18.78% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,808 | $2,223-18.7% | $3,786-52.3% | $2,342-22.8% |
| Participant deferral / active EE | $2,821 | $3,297-14.4% | $4,482-37.1% | $3,332-15.3% |
| Admin fee / account holder | $5,005 | $5,065-1.2% | $8,020-37.6% | $4,645+7.7% |