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 | $206,453 | $109,413+88.7% | $156,263+32.1% | $84,808+143.4% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 16.90% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,741 | $2,907+131.9% | $4,333+55.6% | $2,631+156.2% |
| Participant deferral / active EE | $12,590 | $4,590+174.3% | $6,158+104.4% | $4,212+198.9% |
| Admin fee / account holder | $10,866 | $9,357+16.1% | $14,255-23.8% | $7,344+48.0% |