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 | $205,731 | $80,968+154.1% | $96,544+113.1% | $75,163+173.7% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 18.17% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,589 | $2,282+13.5% | $2,965-12.7% | $2,670-3.0% |
| Participant deferral / active EE | $5,921 | $3,928+50.7% | $4,851+22.1% | $4,125+43.5% |
| Admin fee / account holder | $3,615 | $6,724-46.2% | $8,252-56.2% | $5,651-36.0% |