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 | $244,950 | $93,571+161.8% | $135,903+80.2% | $75,163+225.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 18.26% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $6,928 | $3,537+95.9% | $4,856+42.7% | $2,670+159.5% |
| Participant deferral / active EE | $7,892 | $6,404+23.2% | $7,758+1.7% | $4,125+91.3% |
| Admin fee / account holder | $11,228 | $6,975+61.0% | $10,762+4.3% | $5,651+98.7% |