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 | $196,754 | $95,453+106.1% | $112,040+75.6% | $82,448+138.6% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 18.84% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,360 | $2,318+174.4% | $2,954+115.3% | $2,551+149.3% |
| Participant deferral / active EE | $10,943 | $4,224+159.1% | $5,098+114.7% | $4,139+164.4% |
| Admin fee / account holder | $2,938 | $9,013-67.4% | $12,098-75.7% | $7,234-59.4% |