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 | $95,453+103.4% | $112,040+73.3% | $82,448+135.5% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.3pp |
| Annual return | 15.26% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,567 | $2,318+10.8% | $2,954-13.1% | $2,551+0.6% |
| Participant deferral / active EE | $9,878 | $4,224+133.9% | $5,098+93.8% | $4,139+138.6% |
| Admin fee / account holder | $12,925 | $9,013+43.4% | $12,098+6.8% | $7,234+78.7% |