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 | $213,725 | $84,233+153.7% | $170,442+25.4% | $70,131+204.8% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 14.69% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $6,199 | $3,387+83.0% | $5,433+14.1% | $2,342+164.6% |
| Participant deferral / active EE | $4,497 | $3,086+45.7% | $4,939-9.0% | $3,332+35.0% |
| Admin fee / account holder | $5,136 | $5,698-9.9% | $13,880-63.0% | $4,645+10.6% |