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 | $195,879 | $92,985+110.7% | $153,485+27.6% | $80,856+142.3% |
| Participation rate | 84.6% | 69.0%+15.7pp | 77.1%+7.5pp | 67.6%+17.0pp |
| Annual return | 11.33% | 19.95%-8.6pp | 15.65%-4.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $6,423 | $3,507+83.1% | $5,039+27.5% | $2,755+133.2% |
| Participant deferral / active EE | $9,687 | $5,178+87.1% | $6,757+43.4% | $4,296+125.5% |
| Admin fee / account holder | $2,558 | $8,880-71.2% | $12,724-79.9% | $6,918-63.0% |