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 | $194,812 | $91,190+113.6% | $178,490+9.1% | $79,858+143.9% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 10.61% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $6,497 | $3,256+99.6% | $5,011+29.7% | $2,471+163.0% |
| Participant deferral / active EE | $5,666 | $3,236+75.1% | $5,202+8.9% | $3,740+51.5% |
| Admin fee / account holder | $495 | $6,751-92.7% | $13,984-96.5% | $5,306-90.7% |