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 | $194,138 | $95,803+102.6% | $113,168+71.5% | $84,808+128.9% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 15.26% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,567 | $2,360+8.8% | $2,975-13.7% | $2,631-2.4% |
| Participant deferral / active EE | $9,878 | $4,242+132.9% | $5,107+93.4% | $4,212+134.5% |
| Admin fee / account holder | $12,925 | $8,989+43.8% | $12,068+7.1% | $7,344+76.0% |