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 | $213,703 | $89,355+139.2% | $141,162+51.4% | $72,985+192.8% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 22.21% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $12,028 | $3,114+286.2% | $4,735+154.0% | $2,440+393.0% |
| Participant deferral / active EE | $9,299 | $5,418+71.6% | $6,709+38.6% | $3,607+157.8% |
| Admin fee / account holder | $10,025 | $5,958+68.2% | $10,261-2.3% | $5,124+95.6% |