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 | $214,981 | $109,881+95.6% | $150,045+43.3% | $84,808+153.5% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 15.20% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,052 | $3,561-14.3% | $4,693-35.0% | $2,631+16.0% |
| Participant deferral / active EE | $10,103 | $6,636+52.2% | $7,997+26.3% | $4,212+139.9% |
| Admin fee / account holder | $2,947 | $8,568-65.6% | $13,435-78.1% | $7,344-59.9% |