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 | $196,167 | $109,413+79.3% | $156,263+25.5% | $84,808+131.3% |
| Participation rate | 88.2% | 72.7%+15.5pp | 78.9%+9.3pp | 68.3%+19.9pp |
| Annual return | 28.20% | 20.18%+8.0pp | 59.47%-31.3pp | 40.90%-12.7pp |
| Employer contribution / active EE | $3,832 | $2,907+31.8% | $4,333-11.6% | $2,631+45.7% |
| Participant deferral / active EE | $8,244 | $4,590+79.6% | $6,158+33.9% | $4,212+95.7% |
| Admin fee / account holder | $1,626 | $9,357-82.6% | $14,255-88.6% | $7,344-77.9% |