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 | $226,164 | $101,724+122.3% | $164,813+37.2% | $80,856+179.7% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 32.27% | 16.72%+15.6pp | 69.93%-37.7pp | 35.59%-3.3pp |
| Employer contribution / active EE | $5,981 | $2,953+102.5% | $4,341+37.8% | $2,755+117.1% |
| Participant deferral / active EE | $9,253 | $4,477+106.7% | $6,031+53.4% | $4,296+115.4% |
| Admin fee / account holder | $3,230 | $8,227-60.7% | $12,690-74.6% | $6,918-53.3% |