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 | $184,323 | $70,475+161.5% | $100,516+83.4% | $79,858+130.8% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 16.10% | 21.90%-5.8pp | 30.89%-14.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,458 | $2,165+13.6% | $3,418-28.1% | $2,471-0.5% |
| Participant deferral / active EE | $9,096 | $5,181+75.6% | $6,270+45.1% | $3,740+143.2% |
| Admin fee / account holder | $10,546 | $4,478+135.5% | $8,081+30.5% | $5,306+98.7% |