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 | $195,108 | $98,750+97.6% | $149,696+30.3% | $79,858+144.3% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.5pp |
| Annual return | 18.08% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,626 | $3,216+12.7% | $4,644-21.9% | $2,471+46.7% |
| Participant deferral / active EE | $6,611 | $5,680+16.4% | $6,842-3.4% | $3,740+76.8% |
| Admin fee / account holder | $6,168 | $6,053+1.9% | $9,309-33.7% | $5,306+16.2% |