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 | $186,763 | $148,978+25.4% | $200,582-6.9% | $84,808+120.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.68% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $8,993 | $4,815+86.8% | $6,419+40.1% | $2,631+241.8% |
| Participant deferral / active EE | $7,494 | $7,142+4.9% | $9,331-19.7% | $4,212+77.9% |
| Admin fee / account holder | $3,925 | $13,977-71.9% | $16,305-75.9% | $7,344-46.6% |