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 | $186,821 | $81,947+128.0% | $105,387+77.3% | $72,985+156.0% |
| Participation rate | 96.8% | 76.5%+20.2pp | 82.6%+14.2pp | 69.5%+27.3pp |
| Annual return | 18.06% | 42.90%-24.8pp | 26.82%-8.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $6,913 | $3,468+99.3% | $4,213+64.1% | $2,440+183.3% |
| Participant deferral / active EE | $3,775 | $4,494-16.0% | $5,502-31.4% | $3,607+4.7% |
| Admin fee / account holder | $7,927 | $6,258+26.7% | $6,559+20.9% | $5,124+54.7% |