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 | $202,980 | $109,881+84.7% | $150,045+35.3% | $84,808+139.3% |
| Participation rate | 70.5% | 76.1%-5.6pp | 82.3%-11.9pp | 68.3%+2.1pp |
| Annual return | 16.85% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,172 | $3,561+73.3% | $4,693+31.5% | $2,631+134.6% |
| Participant deferral / active EE | $11,350 | $6,636+71.0% | $7,997+41.9% | $4,212+169.5% |
| Admin fee / account holder | $16,796 | $8,568+96.0% | $13,435+25.0% | $7,344+128.7% |