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 | $200,441 | $88,042+127.7% | $138,135+45.1% | $79,858+151.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 19.05% | 20.58%-1.5pp | 20.51%-1.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,584 | $3,103+47.7% | $5,587-18.0% | $2,471+85.5% |
| Participant deferral / active EE | $9,031 | $4,704+92.0% | $6,431+40.4% | $3,740+141.5% |
| Admin fee / account holder | $6,153 | $7,791-21.0% | $11,856-48.1% | $5,306+16.0% |