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 | $189,364 | $94,529+100.3% | $140,016+35.2% | $64,186+195.0% |
| Participation rate | 91.4% | 84.1%+7.3pp | 87.5%+3.9pp | 69.6%+21.9pp |
| Annual return | 0.83% | 7.77%-6.9pp | 651.12%-650.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $6,328 | $3,812+66.0% | $5,606+12.9% | $2,381+165.8% |
| Participant deferral / active EE | $11,266 | $5,250+114.6% | $6,927+62.6% | $3,470+224.7% |
| Admin fee / account holder | $6,199 | $6,741-8.0% | $10,705-42.1% | $4,888+26.8% |