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 | $220,939 | $86,286+156.1% | $111,297+98.5% | $85,850+157.4% |
| Participation rate | 91.9% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 13.88% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,492 | $2,043+119.9% | $2,731+64.5% | $2,565+75.1% |
| Participant deferral / active EE | $8,102 | $3,641+122.5% | $4,487+80.6% | $3,952+105.0% |
| Admin fee / account holder | $15,036 | $8,188+83.6% | $7,964+88.8% | $6,260+140.2% |