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 | $196,625 | $77,813+152.7% | $123,544+59.2% | $64,186+206.3% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | 11.14% | 12.48%-1.3pp | 119.20%-108.1pp | 7.63%+3.5pp |
| Employer contribution / active EE | $10,636 | $3,014+252.9% | $4,628+129.8% | $2,381+346.7% |
| Participant deferral / active EE | $10,277 | $5,240+96.1% | $6,426+59.9% | $3,470+196.2% |
| Admin fee / account holder | $4,958 | $5,519-10.2% | $9,284-46.6% | $4,888+1.4% |