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 | $199,651 | $109,881+81.7% | $150,045+33.1% | $84,808+135.4% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,491 | $3,561+82.3% | $4,693+38.3% | $2,631+146.7% |
| Participant deferral / active EE | $9,187 | $6,636+38.4% | $7,997+14.9% | $4,212+118.1% |
| Admin fee / account holder | $6,509 | $8,568-24.0% | $13,435-51.6% | $7,344-11.4% |