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 | $203,614 | $48,750+317.7% | $88,946+128.9% | $74,304+174.0% |
| Participation rate | 95.4% | 44.5%+50.9pp | 68.8%+26.5pp | 60.3%+35.0pp |
| Annual return | 16.97% | 25.91%-8.9pp | 57.82%-40.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $3,114 | $1,255+148.1% | $2,555+21.9% | $2,241+38.9% |
| Participant deferral / active EE | $10,430 | $2,423+330.4% | $4,581+127.7% | $3,767+176.9% |
| Admin fee / account holder | $5,499 | $3,756+46.4% | $8,261-33.4% | $2,969+85.2% |