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 | $196,678 | $92,985+111.5% | $153,485+28.1% | $80,856+143.2% |
| Participation rate | 87.5% | 69.0%+18.5pp | 77.1%+10.4pp | 67.6%+19.9pp |
| Annual return | 10.96% | 19.95%-9.0pp | 15.65%-4.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,731 | $3,507+34.9% | $5,039-6.1% | $2,755+71.7% |
| Participant deferral / active EE | $6,506 | $5,178+25.7% | $6,757-3.7% | $4,296+51.5% |
| Admin fee / account holder | $7,411 | $8,880-16.5% | $12,724-41.8% | $6,918+7.1% |