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 | $189,434 | $109,881+72.4% | $150,045+26.3% | $84,808+123.4% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 16.31% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,155 | $3,561+157.1% | $4,693+95.1% | $2,631+248.0% |
| Participant deferral / active EE | $12,565 | $6,636+89.4% | $7,997+57.1% | $4,212+198.4% |
| Admin fee / account holder | $4,516 | $8,568-47.3% | $13,435-66.4% | $7,344-38.5% |