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 | $176,158 | $93,571+88.3% | $135,903+29.6% | $75,163+134.4% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.5pp | 67.2%+25.3pp |
| Annual return | 21.62% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $7,183 | $3,537+103.1% | $4,856+47.9% | $2,670+169.0% |
| Participant deferral / active EE | $8,317 | $6,404+29.9% | $7,758+7.2% | $4,125+101.6% |
| Admin fee / account holder | $12,205 | $6,975+75.0% | $10,762+13.4% | $5,651+116.0% |