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 | $186,531 | $106,749+74.7% | $145,433+28.3% | $82,448+126.2% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.1%+13.6pp | 68.1%+27.7pp |
| Annual return | 19.00% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,839 | $3,444-17.6% | $4,554-37.7% | $2,551+11.3% |
| Participant deferral / active EE | $10,700 | $6,519+64.2% | $7,897+35.5% | $4,139+158.5% |
| Admin fee / account holder | $12,474 | $8,390+48.7% | $13,129-5.0% | $7,234+72.4% |