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 | $208,503 | $123,793+68.4% | $177,821+17.3% | $79,858+161.1% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 16.61% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,799 | $4,095+41.6% | $5,918-2.0% | $2,471+134.7% |
| Participant deferral / active EE | $6,442 | $5,956+8.2% | $7,714-16.5% | $3,740+72.2% |
| Admin fee / account holder | $10,649 | $7,243+47.0% | $12,427-14.3% | $5,306+100.7% |