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 | $214,707 | $93,571+129.5% | $135,903+58.0% | $75,163+185.7% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 19.89% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $9,787 | $3,537+176.7% | $4,856+101.5% | $2,670+266.6% |
| Participant deferral / active EE | $10,914 | $6,404+70.4% | $7,758+40.7% | $4,125+164.6% |
| Admin fee / account holder | $7,786 | $6,975+11.6% | $10,762-27.7% | $5,651+37.8% |