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 | $209,668 | $83,477+151.2% | $125,175+67.5% | $72,985+187.3% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 25.57% | 25.78%-0.2pp | 43.79%-18.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $6,792 | $2,345+189.6% | $3,865+75.7% | $2,440+178.4% |
| Participant deferral / active EE | $7,815 | $3,585+118.0% | $4,937+58.3% | $3,607+116.6% |
| Admin fee / account holder | $40,554 | $5,517+635.0% | $9,702+318.0% | $5,124+691.4% |