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 | $186,323 | $109,881+69.6% | $150,045+24.2% | $84,808+119.7% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.16% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,907 | $3,561-18.4% | $4,693-38.1% | $2,631+10.5% |
| Participant deferral / active EE | $10,844 | $6,636+63.4% | $7,997+35.6% | $4,212+157.5% |
| Admin fee / account holder | $14,777 | $8,568+72.5% | $13,435+10.0% | $7,344+101.2% |