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 | $227,510 | $109,881+107.1% | $150,045+51.6% | $84,808+168.3% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 17.49% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,058 | $3,561-42.2% | $4,693-56.1% | $2,631-21.8% |
| Participant deferral / active EE | $11,244 | $6,636+69.4% | $7,997+40.6% | $4,212+167.0% |
| Admin fee / account holder | $10,759 | $8,568+25.6% | $13,435-19.9% | $7,344+46.5% |