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 | $168,943 | $68,719+145.8% | $91,541+84.6% | $84,808+99.2% |
| Participation rate | 98.0% | 64.5%+33.5pp | 69.8%+28.2pp | 68.3%+29.7pp |
| Annual return | 14.95% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,531 | $1,920+31.8% | $2,505+1.1% | $2,631-3.8% |
| Participant deferral / active EE | $4,709 | $3,136+50.2% | $4,008+17.5% | $4,212+11.8% |
| Admin fee / account holder | $4,373 | $5,786-24.4% | $6,956-37.1% | $7,344-40.5% |