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 | $229,596 | $109,881+109.0% | $150,045+53.0% | $84,808+170.7% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 15.48% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,662 | $3,561-25.3% | $4,693-43.3% | $2,631+1.2% |
| Participant deferral / active EE | $7,472 | $6,636+12.6% | $7,997-6.6% | $4,212+77.4% |
| Admin fee / account holder | $18,619 | $8,568+117.3% | $13,435+38.6% | $7,344+153.5% |