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 | $140,988 | $65,365+115.7% | $92,893+51.8% | $72,985+93.2% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 18.17% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $4,284 | $2,594+65.2% | $3,653+17.3% | $2,440+75.6% |
| Participant deferral / active EE | $4,817 | $3,128+54.0% | $4,236+13.7% | $3,607+33.5% |
| Admin fee / account holder | $4,143 | $4,251-2.5% | $5,794-28.5% | $5,124-19.2% |