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 | $185,441 | $83,477+122.1% | $125,175+48.1% | $72,985+154.1% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 21.95% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $8,422 | $2,345+259.1% | $3,865+117.9% | $2,440+245.2% |
| Participant deferral / active EE | $4,871 | $3,585+35.8% | $4,937-1.3% | $3,607+35.0% |
| Admin fee / account holder | $16,360 | $5,517+196.5% | $9,702+68.6% | $5,124+219.3% |