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 | $201,617 | $98,750+104.2% | $149,696+34.7% | $79,858+152.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 20.52% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $5,552 | $3,216+72.6% | $4,644+19.5% | $2,471+124.7% |
| Participant deferral / active EE | $7,219 | $5,680+27.1% | $6,842+5.5% | $3,740+93.0% |
| Admin fee / account holder | $2,718 | $6,053-55.1% | $9,309-70.8% | $5,306-48.8% |