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 | $218,198 | $109,881+98.6% | $150,045+45.4% | $84,808+157.3% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,248 | $3,561-36.9% | $4,693-52.1% | $2,631-14.5% |
| Participant deferral / active EE | $12,106 | $6,636+82.4% | $7,997+51.4% | $4,212+187.5% |
| Admin fee / account holder | $2,550 | $8,568-70.2% | $13,435-81.0% | $7,344-65.3% |