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 | $216,847 | $78,672+175.6% | $109,143+98.7% | $85,850+152.6% |
| Participation rate | 98.9% | 68.3%+30.7pp | 75.9%+23.1pp | 69.3%+29.6pp |
| Annual return | 42.14% | 25.09%+17.1pp | 25.75%+16.4pp | 318.53%-276.4pp |
| Employer contribution / active EE | $4,601 | $2,735+68.3% | $3,722+23.6% | $2,565+79.4% |
| Participant deferral / active EE | $6,682 | $3,467+92.7% | $4,653+43.6% | $3,952+69.1% |
| Admin fee / account holder | $2,705 | $5,469-50.5% | $6,752-59.9% | $6,260-56.8% |