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 | $227,330 | $94,625+140.2% | $116,228+95.6% | $84,808+168.1% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.6%+13.4pp | 68.3%+19.7pp |
| Annual return | 14.58% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,871 | $2,347+22.3% | $2,994-4.1% | $2,631+9.1% |
| Participant deferral / active EE | $6,224 | $3,972+56.7% | $4,953+25.6% | $4,212+47.8% |
| Admin fee / account holder | $2,398 | $10,091-76.2% | $11,989-80.0% | $7,344-67.4% |