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 | $186,225 | $109,413+70.2% | $156,263+19.2% | $84,808+119.6% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 15.51% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,101 | $2,907+6.7% | $4,333-28.4% | $2,631+17.9% |
| Participant deferral / active EE | $5,741 | $4,590+25.1% | $6,158-6.8% | $4,212+36.3% |
| Admin fee / account holder | $4,037 | $9,357-56.9% | $14,255-71.7% | $7,344-45.0% |