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 | $240,442 | $109,881+118.8% | $150,045+60.2% | $84,808+183.5% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 18.04% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,319 | $3,561-6.8% | $4,693-29.3% | $2,631+26.2% |
| Participant deferral / active EE | $8,910 | $6,636+34.3% | $7,997+11.4% | $4,212+111.6% |
| Admin fee / account holder | $27,168 | $8,568+217.1% | $13,435+102.2% | $7,344+269.9% |