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 | $231,140 | $109,881+110.4% | $150,045+54.0% | $84,808+172.5% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 19.25% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,658 | $3,561+58.9% | $4,693+20.6% | $2,631+115.1% |
| Participant deferral / active EE | $9,899 | $6,636+49.2% | $7,997+23.8% | $4,212+135.0% |
| Admin fee / account holder | $14,290 | $8,568+66.8% | $13,435+6.4% | $7,344+94.6% |