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 | $195,289 | $98,750+97.8% | $149,696+30.5% | $79,858+144.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 34.34% | 27.43%+6.9pp | 276.60%-242.3pp | 31.71%+2.6pp |
| Employer contribution / active EE | $3,767 | $3,216+17.1% | $4,644-18.9% | $2,471+52.5% |
| Participant deferral / active EE | $12,097 | $5,680+113.0% | $6,842+76.8% | $3,740+223.4% |
| Admin fee / account holder | $2,551 | $6,053-57.9% | $9,309-72.6% | $5,306-51.9% |