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 | $213,645 | $148,978+43.4% | $200,582+6.5% | $84,808+151.9% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 15.46% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,476 | $4,815+13.7% | $6,419-14.7% | $2,631+108.1% |
| Participant deferral / active EE | $11,479 | $7,142+60.7% | $9,331+23.0% | $4,212+172.5% |
| Admin fee / account holder | $44,122 | $13,977+215.7% | $16,305+170.6% | $7,344+500.8% |