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 | $87,166+158.1% | $76,735+193.2% | $137,256+63.9% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 15.19% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $7,030 | $2,904+142.1% | $2,454+186.5% | $4,156+69.2% |
| Participant deferral / active EE | $14,897 | $4,726+215.2% | $4,088+264.4% | $6,407+132.5% |
| Admin fee / account holder | $6,155 | $8,403-26.8% | $7,189-14.4% | $12,270-49.8% |