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 | $201,154 | $125,758+60.0% | $169,993+18.3% | $75,163+167.6% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.0%+8.2pp | 67.2%+28.0pp |
| Annual return | 20.32% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $5,092 | $4,615+10.3% | $6,785-25.0% | $2,670+90.7% |
| Participant deferral / active EE | $10,514 | $6,837+53.8% | $10,408+1.0% | $4,125+154.9% |
| Admin fee / account holder | $23,197 | $8,173+183.8% | $12,815+81.0% | $5,651+310.5% |