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 | $199,358 | $57,541+246.5% | $95,745+108.2% | $75,163+165.2% |
| Participation rate | 87.5% | 62.5%+25.0pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 19.77% | 34.93%-15.2pp | 28.35%-8.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,129 | $1,808+17.8% | $2,835-24.9% | $2,670-20.2% |
| Participant deferral / active EE | $14,563 | $3,074+373.8% | $4,245+243.1% | $4,125+253.0% |
| Admin fee / account holder | $2,862 | $4,099-30.2% | $5,678-49.6% | $5,651-49.4% |