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 | $204,923 | $109,413+87.3% | $156,263+31.1% | $84,808+141.6% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 15.10% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,986 | $2,907+2.7% | $4,333-31.1% | $2,631+13.5% |
| Participant deferral / active EE | $6,661 | $4,590+45.1% | $6,158+8.2% | $4,212+58.2% |
| Admin fee / account holder | $1,692 | $9,357-81.9% | $14,255-88.1% | $7,344-77.0% |