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 | $205,366 | $99,985+105.4% | $146,665+40.0% | $85,850+139.2% |
| Participation rate | 98.6% | 73.1%+25.6pp | 80.1%+18.6pp | 69.3%+29.3pp |
| Annual return | 15.64% | 18.93%-3.3pp | 22.74%-7.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $9,887 | $2,559+286.4% | $4,136+139.0% | $2,565+285.5% |
| Participant deferral / active EE | $7,939 | $4,006+98.2% | $5,506+44.2% | $3,952+100.9% |
| Admin fee / account holder | $9,203 | $7,702+19.5% | $10,280-10.5% | $6,260+47.0% |