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 | $207,934 | $89,652+131.9% | $141,162+47.3% | $65,185+219.0% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.5%+14.7pp | 70.2%+26.9pp |
| Annual return | 30.47% | 32.79%-2.3pp | 71.39%-40.9pp | 29.38%+1.1pp |
| Employer contribution / active EE | $5,433 | $3,065+77.3% | $4,735+14.7% | $2,177+149.6% |
| Participant deferral / active EE | $12,620 | $5,691+121.8% | $6,709+88.1% | $3,514+259.2% |
| Admin fee / account holder | $10,208 | $569+1695.5% | $10,261-0.5% | $847+1105.1% |