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 | $208,466 | $98,750+111.1% | $149,696+39.3% | $79,858+161.0% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 18.31% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,795 | $3,216+80.2% | $4,644+24.8% | $2,471+134.5% |
| Participant deferral / active EE | $11,152 | $5,680+96.3% | $6,842+63.0% | $3,740+198.2% |
| Admin fee / account holder | $528 | $6,053-91.3% | $9,309-94.3% | $5,306-90.1% |