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 | $208,570 | $93,571+122.9% | $135,903+53.5% | $75,163+177.5% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.7pp | 67.2%+20.5pp |
| Annual return | 18.25% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,968 | $3,537+40.5% | $4,856+2.3% | $2,670+86.1% |
| Participant deferral / active EE | $10,255 | $6,404+60.1% | $7,758+32.2% | $4,125+148.6% |
| Admin fee / account holder | $11,613 | $6,975+66.5% | $10,762+7.9% | $5,651+105.5% |