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 | $225,010 | $95,266+136.2% | $82,389+173.1% | $142,382+58.0% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 15.19% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,030 | $2,991+135.0% | $2,517+179.3% | $4,299+63.5% |
| Participant deferral / active EE | $14,897 | $4,809+209.8% | $4,155+258.6% | $6,507+128.9% |
| Admin fee / account holder | $6,155 | $8,563-28.1% | $7,231-14.9% | $12,624-51.2% |