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 | $197,207 | $76,367+158.2% | $93,606+110.7% | $72,985+170.2% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.8%+22.5pp | 69.5%+28.8pp |
| Annual return | 18.79% | 25.82%-7.0pp | 32.76%-14.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $8,615 | $2,275+278.6% | $2,718+217.0% | $2,440+253.1% |
| Participant deferral / active EE | $4,307 | $3,538+21.7% | $4,069+5.8% | $3,607+19.4% |
| Admin fee / account holder | $7,719 | $6,838+12.9% | $7,888-2.1% | $5,124+50.6% |