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 | $194,129 | $100,326+93.5% | $180,183+7.7% | $84,808+128.9% |
| Participation rate | 83.5% | 71.0%+12.5pp | 77.4%+6.1pp | 68.3%+15.2pp |
| Annual return | 20.11% | 17.86%+2.3pp | 27.86%-7.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,415 | $3,269+35.0% | $5,039-12.4% | $2,631+67.8% |
| Participant deferral / active EE | $9,400 | $5,066+85.6% | $6,822+37.8% | $4,212+123.2% |
| Admin fee / account holder | $14,776 | $9,674+52.7% | $19,975-26.0% | $7,344+101.2% |