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 | $163,060 | $101,724+60.3% | $164,813-1.1% | $80,856+101.7% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.6%+5.3pp |
| Annual return | 18.07% | 16.72%+1.4pp | 69.93%-51.9pp | 35.59%-17.5pp |
| Employer contribution / active EE | $6,704 | $2,953+127.0% | $4,341+54.4% | $2,755+143.4% |
| Participant deferral / active EE | $11,461 | $4,477+156.0% | $6,031+90.0% | $4,296+166.8% |
| Admin fee / account holder | $5,173 | $8,227-37.1% | $12,690-59.2% | $6,918-25.2% |