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 | $188,234 | $101,724+85.0% | $164,813+14.2% | $80,856+132.8% |
| Participation rate | 96.5% | 71.8%+24.6pp | 78.6%+17.9pp | 67.6%+28.8pp |
| Annual return | 11.76% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $6,008 | $2,953+103.4% | $4,341+38.4% | $2,755+118.1% |
| Participant deferral / active EE | $6,760 | $4,477+51.0% | $6,031+12.1% | $4,296+57.4% |
| Admin fee / account holder | $18,352 | $8,227+123.1% | $12,690+44.6% | $6,918+165.3% |