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 | $192,745 | $109,881+75.4% | $150,045+28.5% | $84,808+127.3% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 16.55% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,485 | $3,561+54.0% | $4,693+16.9% | $2,631+108.5% |
| Participant deferral / active EE | $13,804 | $6,636+108.0% | $7,997+72.6% | $4,212+227.8% |
| Admin fee / account holder | $12,028 | $8,568+40.4% | $13,435-10.5% | $7,344+63.8% |