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 | $228,562 | $100,326+127.8% | $180,183+26.9% | $84,808+169.5% |
| Participation rate | 83.9% | 71.0%+12.9pp | 77.4%+6.4pp | 68.3%+15.6pp |
| Annual return | 17.25% | 17.86%-0.6pp | 27.86%-10.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,112 | $3,269+25.8% | $5,039-18.4% | $2,631+56.3% |
| Participant deferral / active EE | $5,214 | $5,066+2.9% | $6,822-23.6% | $4,212+23.8% |
| Admin fee / account holder | $9,045 | $9,674-6.5% | $19,975-54.7% | $7,344+23.2% |