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 | $188,972 | $72,492+160.7% | $87,100+117.0% | $72,985+158.9% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 20.64% | 24.46%-3.8pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,002 | $1,894+5.7% | $2,521-20.6% | $2,440-17.9% |
| Participant deferral / active EE | $7,838 | $3,270+139.7% | $4,049+93.6% | $3,607+117.3% |
| Admin fee / account holder | $7,854 | $5,055+55.4% | $7,497+4.8% | $5,124+53.3% |