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 | $227,012 | $148,978+52.4% | $200,582+13.2% | $84,808+167.7% |
| Participation rate | 96.1% | 84.2%+11.8pp | 86.9%+9.2pp | 68.3%+27.7pp |
| Annual return | 16.39% | 28.16%-11.8pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,760 | $4,815+19.6% | $6,419-10.3% | $2,631+118.9% |
| Participant deferral / active EE | $5,310 | $7,142-25.7% | $9,331-43.1% | $4,212+26.1% |
| Admin fee / account holder | $9,162 | $13,977-34.5% | $16,305-43.8% | $7,344+24.8% |