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 | $231,621 | $92,985+149.1% | $153,485+50.9% | $80,856+186.5% |
| Participation rate | 96.2% | 69.0%+27.2pp | 77.1%+19.1pp | 67.6%+28.5pp |
| Annual return | 12.51% | 19.95%-7.4pp | 15.65%-3.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,315 | $3,507+165.6% | $5,039+84.9% | $2,755+238.1% |
| Participant deferral / active EE | $7,892 | $5,178+52.4% | $6,757+16.8% | $4,296+83.7% |
| Admin fee / account holder | $23,084 | $8,880+159.9% | $12,724+81.4% | $6,918+233.7% |