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 | $198,067 | $94,625+109.3% | $116,228+70.4% | $84,808+133.5% |
| Participation rate | 89.2% | 70.4%+18.7pp | 74.6%+14.6pp | 68.3%+20.9pp |
| Annual return | 14.49% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,869 | $2,347+22.3% | $2,994-4.2% | $2,631+9.1% |
| Participant deferral / active EE | $6,844 | $3,972+72.3% | $4,953+38.2% | $4,212+62.5% |
| Admin fee / account holder | $10,999 | $10,091+9.0% | $11,989-8.3% | $7,344+49.8% |