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 | $208,660 | $101,724+105.1% | $164,813+26.6% | $80,856+158.1% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.6%+28.7pp |
| Annual return | 19.01% | 16.72%+2.3pp | 69.93%-50.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $9,689 | $2,953+228.1% | $4,341+123.2% | $2,755+251.7% |
| Participant deferral / active EE | $6,923 | $4,477+54.6% | $6,031+14.8% | $4,296+61.2% |
| Admin fee / account holder | $10,157 | $8,227+23.4% | $12,690-20.0% | $6,918+46.8% |