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 | $204,955 | $148,978+37.6% | $200,582+2.2% | $84,808+141.7% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.7pp |
| Annual return | 18.25% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $8,207 | $4,815+70.4% | $6,419+27.9% | $2,631+211.9% |
| Participant deferral / active EE | $13,251 | $7,142+85.5% | $9,331+42.0% | $4,212+214.6% |
| Admin fee / account holder | $1,929 | $13,977-86.2% | $16,305-88.2% | $7,344-73.7% |