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 | $186,103 | $109,881+69.4% | $150,045+24.0% | $84,808+119.4% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 14.68% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,021 | $3,561-43.2% | $4,693-56.9% | $2,631-23.2% |
| Participant deferral / active EE | $4,193 | $6,636-36.8% | $7,997-47.6% | $4,212-0.4% |
| Admin fee / account holder | $9,101 | $8,568+6.2% | $13,435-32.3% | $7,344+23.9% |