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 | $207,100 | $109,881+88.5% | $150,045+38.0% | $84,808+144.2% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 19.30% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,682 | $3,561+59.6% | $4,693+21.1% | $2,631+116.0% |
| Participant deferral / active EE | $9,811 | $6,636+47.8% | $7,997+22.7% | $4,212+132.9% |
| Admin fee / account holder | $1,467 | $8,568-82.9% | $13,435-89.1% | $7,344-80.0% |