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 | $198,099 | $109,881+80.3% | $150,045+32.0% | $84,808+133.6% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,393 | $3,561-32.8% | $4,693-49.0% | $2,631-9.1% |
| Participant deferral / active EE | $13,039 | $6,636+96.5% | $7,997+63.0% | $4,212+209.6% |
| Admin fee / account holder | $8,564 | $8,568-0.1% | $13,435-36.3% | $7,344+16.6% |