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 | $218,068 | $109,881+98.5% | $150,045+45.3% | $84,808+157.1% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,974 | $3,561+95.8% | $4,693+48.6% | $2,631+165.1% |
| Participant deferral / active EE | $11,495 | $6,636+73.2% | $7,997+43.7% | $4,212+172.9% |
| Admin fee / account holder | $8,633 | $8,568+0.8% | $13,435-35.7% | $7,344+17.6% |