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 | $95,453+95.3% | $112,040+66.4% | $82,448+126.1% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.5%+4.6pp | 68.1%+13.0pp |
| Annual return | 14.20% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,901 | $2,318+68.3% | $2,954+32.0% | $2,551+52.9% |
| Participant deferral / active EE | $8,580 | $4,224+103.1% | $5,098+68.3% | $4,139+107.3% |
| Admin fee / account holder | $32,602 | $9,013+261.7% | $12,098+169.5% | $7,234+350.7% |