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 | $228,505 | $106,749+114.1% | $145,433+57.1% | $82,448+177.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 19.55% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $4,026 | $3,444+16.9% | $4,554-11.6% | $2,551+57.8% |
| Participant deferral / active EE | $11,260 | $6,519+72.7% | $7,897+42.6% | $4,139+172.0% |
| Admin fee / account holder | $1,289 | $8,390-84.6% | $13,129-90.2% | $7,234-82.2% |