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 | $197,830 | $109,359+80.9% | $162,163+22.0% | $72,985+171.1% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 27.62% | 25.46%+2.2pp | 115.59%-88.0pp | 81.00%-53.4pp |
| Employer contribution / active EE | $4,564 | $3,907+16.8% | $5,614-18.7% | $2,440+87.1% |
| Participant deferral / active EE | $9,770 | $5,481+78.2% | $7,298+33.9% | $3,607+170.8% |
| Admin fee / account holder | $14,730 | $7,972+84.8% | $10,843+35.9% | $5,124+187.5% |