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 | $233,266 | $100,326+132.5% | $180,183+29.5% | $84,808+175.1% |
| Participation rate | 97.1% | 71.0%+26.1pp | 77.4%+19.6pp | 68.3%+28.7pp |
| Annual return | 12.63% | 17.86%-5.2pp | 27.86%-15.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,691 | $3,269+43.5% | $5,039-6.9% | $2,631+78.3% |
| Participant deferral / active EE | $6,589 | $5,066+30.1% | $6,822-3.4% | $4,212+56.4% |
| Admin fee / account holder | $19,220 | $9,674+98.7% | $19,975-3.8% | $7,344+161.7% |