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 | $233,097 | $109,881+112.1% | $150,045+55.4% | $84,808+174.9% |
| Participation rate | 91.5% | 76.1%+15.4pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,270 | $3,561+48.0% | $4,693+12.3% | $2,631+100.3% |
| Participant deferral / active EE | $11,367 | $6,636+71.3% | $7,997+42.1% | $4,212+169.9% |
| Admin fee / account holder | $4,015 | $8,568-53.1% | $13,435-70.1% | $7,344-45.3% |