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 | $216,138 | $69,515+210.9% | $86,874+148.8% | $85,850+151.8% |
| Participation rate | 88.6% | 66.3%+22.2pp | 71.6%+16.9pp | 69.3%+19.3pp |
| Annual return | 16.45% | 20.12%-3.7pp | 63.52%-47.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,729 | $1,880+45.1% | $2,495+9.4% | $2,565+6.4% |
| Participant deferral / active EE | $10,248 | $2,919+251.1% | $3,699+177.0% | $3,952+159.3% |
| Admin fee / account holder | $24,729 | $5,972+314.1% | $5,828+324.3% | $6,260+295.0% |