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 | $228,405 | $109,881+107.9% | $150,045+52.2% | $84,808+169.3% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 20.68% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,830 | $3,561-20.5% | $4,693-39.7% | $2,631+7.6% |
| Participant deferral / active EE | $12,497 | $6,636+88.3% | $7,997+56.3% | $4,212+196.7% |
| Admin fee / account holder | $23,176 | $8,568+170.5% | $13,435+72.5% | $7,344+215.6% |