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 | $214,060 | $52,580+307.1% | $71,671+198.7% | $70,131+205.2% |
| Participation rate | 97.1% | 60.9%+36.2pp | 68.7%+28.3pp | 69.5%+27.5pp |
| Annual return | 18.98% | 20.25%-1.3pp | 20.65%-1.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $4,767 | $1,616+195.0% | $2,460+93.8% | $2,342+103.5% |
| Participant deferral / active EE | $12,385 | $2,386+419.1% | $3,438+260.3% | $3,332+271.7% |
| Admin fee / account holder | $1,994 | $3,653-45.4% | $5,558-64.1% | $4,645-57.1% |