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 | $176,534 | $78,926+123.7% | $136,749+29.1% | $84,808+108.2% |
| Participation rate | 76.3% | 62.2%+14.1pp | 72.1%+4.1pp | 68.3%+8.0pp |
| Annual return | 18.01% | 18.17%-0.2pp | 24.33%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,666 | $2,134+24.9% | $3,400-21.6% | $2,631+1.3% |
| Participant deferral / active EE | $6,041 | $3,168+90.7% | $4,692+28.8% | $4,212+43.4% |
| Admin fee / account holder | $9,872 | $6,369+55.0% | $11,386-13.3% | $7,344+34.4% |