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 | $248,187 | $112,096+121.4% | $95,952+158.7% | $158,922+56.2% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 11.33% | 171.09%-159.8pp | 91.61%-80.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,922 | $3,198-8.6% | $2,541+15.0% | $4,761-38.6% |
| Participant deferral / active EE | $7,003 | $4,784+46.4% | $4,167+68.1% | $5,982+17.1% |
| Admin fee / account holder | $11,082 | $10,130+9.4% | $6,795+63.1% | $11,246-1.5% |