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 | $225,845 | $109,881+105.5% | $150,045+50.5% | $84,808+166.3% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,049 | $3,561-14.4% | $4,693-35.0% | $2,631+15.9% |
| Participant deferral / active EE | $10,636 | $6,636+60.3% | $7,997+33.0% | $4,212+152.5% |
| Admin fee / account holder | $9,678 | $8,568+13.0% | $13,435-28.0% | $7,344+31.8% |