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 | $213,025 | $63,764+234.1% | $81,930+160.0% | $79,858+166.8% |
| Participation rate | 97.8% | 67.5%+30.3pp | 72.0%+25.8pp | 69.6%+28.1pp |
| Annual return | 12.36% | 22.66%-10.3pp | 29.49%-17.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,719 | $1,795+51.5% | $4,310-36.9% | $2,471+10.1% |
| Participant deferral / active EE | $6,080 | $2,780+118.7% | $7,107-14.4% | $3,740+62.6% |
| Admin fee / account holder | $5,292 | $4,426+19.6% | $5,158+2.6% | $5,306-0.3% |