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 | $223,335 | $175,202+27.5% | $149,673+49.2% | $139,434+60.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.93% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $8,754 | $5,474+59.9% | $4,818+81.7% | $4,751+84.3% |
| Participant deferral / active EE | $8,370 | $6,519+28.4% | $5,680+47.4% | $6,710+24.7% |
| Admin fee / account holder | $9,043 | $16,150-44.0% | $13,210-31.5% | $11,403-20.7% |