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 | $215,540 | $67,606+218.8% | $82,313+161.9% | $70,131+207.3% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 144.35% | 21.57%+122.8pp | 25.88%+118.5pp | 73.14%+71.2pp |
| Employer contribution / active EE | $9,615 | $1,755+447.9% | $2,428+296.0% | $2,342+310.5% |
| Participant deferral / active EE | $3,334 | $2,987+11.6% | $3,706-10.1% | $3,332+0.1% |
| Admin fee / account holder | $5,222 | $4,512+15.7% | $5,608-6.9% | $4,645+12.4% |