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 | $207,028 | $58,208+255.7% | $81,812+153.1% | $80,856+156.0% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 16.33% | 41.66%-25.3pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,320 | $2,340+41.9% | $2,912+14.0% | $2,755+20.5% |
| Participant deferral / active EE | $6,088 | $3,281+85.6% | $4,319+41.0% | $4,296+41.7% |
| Admin fee / account holder | $3,203 | $4,981-35.7% | $7,386-56.6% | $6,918-53.7% |