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 | $152,627 | $109,413+39.5% | $156,263-2.3% | $84,808+80.0% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 18.36% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,229 | $2,907-23.3% | $4,333-48.6% | $2,631-15.3% |
| Participant deferral / active EE | $6,433 | $4,590+40.2% | $6,158+4.5% | $4,212+52.7% |
| Admin fee / account holder | $12,853 | $9,357+37.4% | $14,255-9.8% | $7,344+75.0% |