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 | $194,125 | $95,453+103.4% | $112,040+73.3% | $82,448+135.5% |
| Participation rate | 98.4% | 72.8%+25.7pp | 76.5%+21.9pp | 68.1%+30.3pp |
| Annual return | 16.29% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,801 | $2,318+193.4% | $2,954+130.2% | $2,551+166.6% |
| Participant deferral / active EE | $7,962 | $4,224+88.5% | $5,098+56.2% | $4,139+92.4% |
| Admin fee / account holder | $10,582 | $9,013+17.4% | $12,098-12.5% | $7,234+46.3% |