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 | $198,588 | $99,652+99.3% | $78,778+152.1% | $147,584+34.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 10.05% | 47.28%-37.2pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $3,846 | $2,796+37.6% | $1,986+93.7% | $4,876-21.1% |
| Participant deferral / active EE | $4,700 | $3,664+28.3% | $2,958+58.9% | $5,439-13.6% |
| Admin fee / account holder | $8,027 | $7,155+12.2% | $5,134+56.4% | $10,885-26.3% |