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 | $197,427 | $89,355+120.9% | $141,162+39.9% | $72,985+170.5% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 24.68% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $13,235 | $3,114+325.0% | $4,735+179.5% | $2,440+442.5% |
| Participant deferral / active EE | $12,024 | $5,418+121.9% | $6,709+79.2% | $3,607+233.3% |
| Admin fee / account holder | $3,196 | $5,958-46.4% | $10,261-68.9% | $5,124-37.6% |