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 | $194,418 | $93,571+107.8% | $135,903+43.1% | $75,163+158.7% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 19.92% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $10,261 | $3,537+190.1% | $4,856+111.3% | $2,670+284.3% |
| Participant deferral / active EE | $10,619 | $6,404+65.8% | $7,758+36.9% | $4,125+157.4% |
| Admin fee / account holder | $2,065 | $6,975-70.4% | $10,762-80.8% | $5,651-63.5% |