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 | $189,553 | $109,881+72.5% | $150,045+26.3% | $84,808+123.5% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 14.49% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $8,264 | $3,561+132.1% | $4,693+76.1% | $2,631+214.1% |
| Participant deferral / active EE | $6,145 | $6,636-7.4% | $7,997-23.2% | $4,212+45.9% |
| Admin fee / account holder | $1,223 | $8,568-85.7% | $13,435-90.9% | $7,344-83.3% |