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 | $206,020 | $125,758+63.8% | $169,993+21.2% | $75,163+174.1% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.0%+6.9pp | 67.2%+26.7pp |
| Annual return | 19.08% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $9,946 | $4,615+115.5% | $6,785+46.6% | $2,670+272.5% |
| Participant deferral / active EE | $19,467 | $6,837+184.7% | $10,408+87.1% | $4,125+371.9% |
| Admin fee / account holder | $3,661 | $8,173-55.2% | $12,815-71.4% | $5,651-35.2% |