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 | $196,790 | $80,968+143.0% | $96,544+103.8% | $75,163+161.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.77% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,419 | $2,282+6.0% | $2,965-18.4% | $2,670-9.4% |
| Participant deferral / active EE | $7,856 | $3,928+100.0% | $4,851+61.9% | $4,125+90.4% |
| Admin fee / account holder | $8,037 | $6,724+19.5% | $8,252-2.6% | $5,651+42.2% |