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 | $215,274 | $94,625+127.5% | $116,228+85.2% | $84,808+153.8% |
| Participation rate | 88.2% | 70.4%+17.8pp | 74.6%+13.7pp | 68.3%+19.9pp |
| Annual return | 15.34% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,307 | $2,347+126.2% | $2,994+77.2% | $2,631+101.7% |
| Participant deferral / active EE | $17,617 | $3,972+343.5% | $4,953+255.7% | $4,212+318.3% |
| Admin fee / account holder | $11,565 | $10,091+14.6% | $11,989-3.5% | $7,344+57.5% |