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 3-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 | $193,136 | $109,413+76.5% | $156,263+23.6% | $84,808+127.7% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.7pp |
| Annual return | 19.88% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,573 | $2,907-11.5% | $4,333-40.6% | $2,631-2.2% |
| Participant deferral / active EE | $6,940 | $4,590+51.2% | $6,158+12.7% | $4,212+64.8% |
| Admin fee / account holder | $13,180 | $9,357+40.9% | $14,255-7.5% | $7,344+79.5% |