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 | $234,313 | $89,355+162.2% | $141,162+66.0% | $72,985+221.0% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 82.63% | 111.85%-29.2pp | 71.39%+11.2pp | 81.00%+1.6pp |
| Employer contribution / active EE | $4,633 | $3,114+48.8% | $4,735-2.2% | $2,440+89.9% |
| Participant deferral / active EE | $7,419 | $5,418+36.9% | $6,709+10.6% | $3,607+105.7% |
| Admin fee / account holder | $7,295 | $5,958+22.4% | $10,261-28.9% | $5,124+42.4% |