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 | $215,993 | $109,881+96.6% | $150,045+44.0% | $84,808+154.7% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 16.65% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,971 | $3,561+39.6% | $4,693+5.9% | $2,631+89.0% |
| Participant deferral / active EE | $11,569 | $6,636+74.3% | $7,997+44.7% | $4,212+174.7% |
| Admin fee / account holder | $12,670 | $8,568+47.9% | $13,435-5.7% | $7,344+72.5% |