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 | $210,278 | $78,422+168.1% | $95,952+119.1% | $79,858+163.3% |
| Participation rate | 83.1% | 73.5%+9.6pp | 77.1%+6.0pp | 69.6%+13.5pp |
| Annual return | 15.54% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,292 | $1,945+69.3% | $2,541+29.6% | $2,471+33.3% |
| Participant deferral / active EE | $7,793 | $3,440+126.5% | $4,167+87.0% | $3,740+108.4% |
| Admin fee / account holder | $32,725 | $5,622+482.1% | $6,795+381.6% | $5,306+516.7% |