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 | $191,660 | $100,326+91.0% | $180,183+6.4% | $84,808+126.0% |
| Participation rate | 96.2% | 71.0%+25.1pp | 77.4%+18.7pp | 68.3%+27.8pp |
| Annual return | 17.75% | 17.86%-0.1pp | 27.86%-10.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,843 | $3,269-13.0% | $5,039-43.6% | $2,631+8.1% |
| Participant deferral / active EE | $11,289 | $5,066+122.8% | $6,822+65.5% | $4,212+168.0% |
| Admin fee / account holder | $1,157 | $9,674-88.0% | $19,975-94.2% | $7,344-84.2% |