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 | $206,137 | $109,881+87.6% | $150,045+37.4% | $84,808+143.1% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 16.40% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,421 | $3,561+24.1% | $4,693-5.8% | $2,631+68.0% |
| Participant deferral / active EE | $13,734 | $6,636+107.0% | $7,997+71.7% | $4,212+226.1% |
| Admin fee / account holder | $3,185 | $8,568-62.8% | $13,435-76.3% | $7,344-56.6% |