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 | $190,504 | $76,552+148.9% | $123,892+53.8% | $62,891+202.9% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 15.28% | 18.68%-3.4pp | 47.52%-32.2pp | 20.14%-4.9pp |
| Employer contribution / active EE | $4,574 | $2,883+58.7% | $4,617-0.9% | $2,281+100.5% |
| Participant deferral / active EE | $6,377 | $4,840+31.8% | $5,984+6.6% | $3,203+99.1% |
| Admin fee / account holder | $4,470 | $4,826-7.4% | $8,357-46.5% | $4,296+4.0% |