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 | $201,231 | $109,881+83.1% | $150,045+34.1% | $84,808+137.3% |
| Participation rate | 93.8% | 76.1%+17.8pp | 82.3%+11.5pp | 68.3%+25.5pp |
| Annual return | 16.35% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,823 | $3,561+35.4% | $4,693+2.8% | $2,631+83.3% |
| Participant deferral / active EE | $12,681 | $6,636+91.1% | $7,997+58.6% | $4,212+201.1% |
| Admin fee / account holder | $11,018 | $8,568+28.6% | $13,435-18.0% | $7,344+50.0% |