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 | $197,896 | $109,881+80.1% | $150,045+31.9% | $84,808+133.3% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 18.21% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,714 | $3,561-23.8% | $4,693-42.2% | $2,631+3.2% |
| Participant deferral / active EE | $10,766 | $6,636+62.2% | $7,997+34.6% | $4,212+155.6% |
| Admin fee / account holder | $20,810 | $8,568+142.9% | $13,435+54.9% | $7,344+183.4% |