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 | $218,397 | $109,881+98.8% | $150,045+45.6% | $84,808+157.5% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 15.73% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,013 | $3,561+40.8% | $4,693+6.8% | $2,631+90.5% |
| Participant deferral / active EE | $7,256 | $6,636+9.3% | $7,997-9.3% | $4,212+72.3% |
| Admin fee / account holder | $9,046 | $8,568+5.6% | $13,435-32.7% | $7,344+23.2% |