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 | $215,335 | $109,881+96.0% | $150,045+43.5% | $84,808+153.9% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 15.08% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,185 | $3,561+17.5% | $4,693-10.8% | $2,631+59.1% |
| Participant deferral / active EE | $9,164 | $6,636+38.1% | $7,997+14.6% | $4,212+117.6% |
| Admin fee / account holder | $2,639 | $8,568-69.2% | $13,435-80.4% | $7,344-64.1% |