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 | $203,451 | $95,803+112.4% | $113,168+79.8% | $84,808+139.9% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 13.30% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,160 | $2,360+33.9% | $2,975+6.2% | $2,631+20.1% |
| Participant deferral / active EE | $6,880 | $4,242+62.2% | $5,107+34.7% | $4,212+63.4% |
| Admin fee / account holder | $30,851 | $8,989+243.2% | $12,068+155.6% | $7,344+320.1% |