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 | $210,672 | $93,571+125.1% | $135,903+55.0% | $75,163+180.3% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 15.48% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $8,907 | $3,537+151.8% | $4,856+83.4% | $2,670+233.6% |
| Participant deferral / active EE | $11,309 | $6,404+76.6% | $7,758+45.8% | $4,125+174.1% |
| Admin fee / account holder | $8,448 | $6,975+21.1% | $10,762-21.5% | $5,651+49.5% |