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 | $212,893 | $94,625+125.0% | $116,228+83.2% | $84,808+151.0% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.6%+22.9pp | 68.3%+29.2pp |
| Annual return | 23.57% | 20.40%+3.2pp | 90.06%-66.5pp | 40.90%-17.3pp |
| Employer contribution / active EE | $4,668 | $2,347+98.9% | $2,994+55.9% | $2,631+77.4% |
| Participant deferral / active EE | $5,221 | $3,972+31.4% | $4,953+5.4% | $4,212+24.0% |
| Admin fee / account holder | $17,662 | $10,091+75.0% | $11,989+47.3% | $7,344+140.5% |