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 | $202,337 | $80,717+150.7% | $154,803+30.7% | $84,808+138.6% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.1pp | 68.3%+20.8pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $8,041 | $2,761+191.2% | $4,305+86.8% | $2,631+205.6% |
| Participant deferral / active EE | $5,397 | $3,303+63.4% | $5,540-2.6% | $4,212+28.1% |
| Admin fee / account holder | $32,718 | $6,746+385.0% | $14,329+128.3% | $7,344+345.5% |