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 | $242,673 | $93,571+159.3% | $135,903+78.6% | $75,163+222.9% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 16.95% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,967 | $3,537+68.7% | $4,856+22.9% | $2,670+123.5% |
| Participant deferral / active EE | $7,902 | $6,404+23.4% | $7,758+1.9% | $4,125+91.6% |
| Admin fee / account holder | $12,928 | $6,975+85.3% | $10,762+20.1% | $5,651+128.8% |