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 | $225,292 | $118,450+90.2% | $98,439+128.9% | $139,434+61.6% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 16.38% | 18.94%-2.6pp | 21.16%-4.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $8,610 | $3,609+138.5% | $3,048+182.5% | $4,751+81.2% |
| Participant deferral / active EE | $7,713 | $5,392+43.0% | $4,738+62.8% | $6,710+14.9% |
| Admin fee / account holder | $7,069 | $14,026-49.6% | $8,948-21.0% | $11,403-38.0% |