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 | $188,007 | $98,750+90.4% | $149,696+25.6% | $79,858+135.4% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 17.51% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $15,464 | $3,216+380.8% | $4,644+233.0% | $2,471+525.9% |
| Participant deferral / active EE | $6,835 | $5,680+20.3% | $6,842-0.1% | $3,740+82.7% |
| Admin fee / account holder | $1,029 | $6,053-83.0% | $9,309-88.9% | $5,306-80.6% |