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 | $196,973 | $109,881+79.3% | $150,045+31.3% | $84,808+132.3% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.4pp | 68.3%+19.4pp |
| Annual return | 15.73% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,330 | $3,561+105.8% | $4,693+56.2% | $2,631+178.6% |
| Participant deferral / active EE | $10,262 | $6,636+54.6% | $7,997+28.3% | $4,212+143.7% |
| Admin fee / account holder | $13,628 | $8,568+59.1% | $13,435+1.4% | $7,344+85.6% |