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 | $242,489 | $89,355+171.4% | $141,162+71.8% | $72,985+232.2% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 24.66% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $6,552 | $3,114+110.4% | $4,735+38.4% | $2,440+168.5% |
| Participant deferral / active EE | $9,389 | $5,418+73.3% | $6,709+39.9% | $3,607+160.3% |
| Admin fee / account holder | $10,853 | $5,958+82.2% | $10,261+5.8% | $5,124+111.8% |