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 | $205,042 | $109,881+86.6% | $150,045+36.7% | $84,808+141.8% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 15.54% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,409 | $3,561-4.3% | $4,693-27.4% | $2,631+29.6% |
| Participant deferral / active EE | $9,696 | $6,636+46.1% | $7,997+21.2% | $4,212+130.2% |
| Admin fee / account holder | $918 | $8,568-89.3% | $13,435-93.2% | $7,344-87.5% |