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 | $246,719 | $109,881+124.5% | $150,045+64.4% | $84,808+190.9% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,545 | $3,561+27.6% | $4,693-3.1% | $2,631+72.8% |
| Participant deferral / active EE | $8,828 | $6,636+33.0% | $7,997+10.4% | $4,212+109.6% |
| Admin fee / account holder | $23,747 | $8,568+177.2% | $13,435+76.8% | $7,344+223.4% |