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 | $187,437 | $95,453+96.4% | $112,040+67.3% | $82,448+127.3% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 15.32% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,873 | $2,318+24.0% | $2,954-2.7% | $2,551+12.6% |
| Participant deferral / active EE | $7,608 | $4,224+80.1% | $5,098+49.3% | $4,139+83.8% |
| Admin fee / account holder | $18,499 | $9,013+105.2% | $12,098+52.9% | $7,234+155.7% |