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 | $94,031+110.6% | $115,768+71.1% | $82,448+140.2% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.4%+14.8pp | 68.1%+21.1pp |
| Annual return | 14.49% | 20.61%-6.1pp | 100.46%-86.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,869 | $2,323+23.5% | $2,940-2.4% | $2,551+12.5% |
| Participant deferral / active EE | $6,844 | $3,972+72.3% | $4,917+39.2% | $4,139+65.3% |
| Admin fee / account holder | $10,999 | $10,249+7.3% | $12,439-11.6% | $7,234+52.0% |