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 | $192,806 | $109,881+75.5% | $150,045+28.5% | $84,808+127.3% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 15.52% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,746 | $3,561-22.9% | $4,693-41.5% | $2,631+4.4% |
| Participant deferral / active EE | $10,366 | $6,636+56.2% | $7,997+29.6% | $4,212+146.1% |
| Admin fee / account holder | $803 | $8,568-90.6% | $13,435-94.0% | $7,344-89.1% |