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 | $222,935 | $109,881+102.9% | $150,045+48.6% | $84,808+162.9% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 20.54% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $8,185 | $3,561+129.8% | $4,693+74.4% | $2,631+211.1% |
| Participant deferral / active EE | $16,480 | $6,636+148.4% | $7,997+106.1% | $4,212+291.3% |
| Admin fee / account holder | $6,560 | $8,568-23.4% | $13,435-51.2% | $7,344-10.7% |