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 | $186,429 | $95,803+94.6% | $113,168+64.7% | $84,808+119.8% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 14.20% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,901 | $2,360+65.3% | $2,975+31.1% | $2,631+48.3% |
| Participant deferral / active EE | $8,580 | $4,242+102.3% | $5,107+68.0% | $4,212+103.7% |
| Admin fee / account holder | $32,602 | $8,989+262.7% | $12,068+170.2% | $7,344+343.9% |