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 | $195,156 | $125,758+55.2% | $169,993+14.8% | $75,163+159.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 22.08% | 27.20%-5.1pp | 53.37%-31.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $14,830 | $4,615+221.4% | $6,785+118.6% | $2,670+455.5% |
| Participant deferral / active EE | $13,199 | $6,837+93.0% | $10,408+26.8% | $4,125+220.0% |
| Admin fee / account holder | $23,081 | $8,173+182.4% | $12,815+80.1% | $5,651+308.4% |