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 | $185,603 | $109,881+68.9% | $150,045+23.7% | $84,808+118.9% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,559 | $3,561-28.1% | $4,693-45.5% | $2,631-2.7% |
| Participant deferral / active EE | $10,598 | $6,636+59.7% | $7,997+32.5% | $4,212+151.6% |
| Admin fee / account holder | $10,660 | $8,568+24.4% | $13,435-20.7% | $7,344+45.2% |