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 | $246,601 | $72,277+241.2% | $101,248+143.6% | $79,858+208.8% |
| Participation rate | 77.1% | 68.5%+8.7pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 73.92% | 22.30%+51.6pp | 46.47%+27.5pp | 31.71%+42.2pp |
| Employer contribution / active EE | $2,741 | $2,692+1.8% | $3,660-25.1% | $2,471+10.9% |
| Participant deferral / active EE | $6,950 | $3,282+111.8% | $4,370+59.0% | $3,740+85.8% |
| Admin fee / account holder | $9,261 | $4,400+110.5% | $5,945+55.8% | $5,306+74.5% |