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 | $181,630 | $95,803+89.6% | $113,168+60.5% | $84,808+114.2% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 16.18% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,550 | $2,360+135.2% | $2,975+86.5% | $2,631+111.0% |
| Participant deferral / active EE | $7,094 | $4,242+67.2% | $5,107+38.9% | $4,212+68.4% |
| Admin fee / account holder | $13,579 | $8,989+51.1% | $12,068+12.5% | $7,344+84.9% |