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 | $219,423 | $109,881+99.7% | $150,045+46.2% | $84,808+158.7% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 16.50% | 28.25%-11.7pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,407 | $3,561+108.0% | $4,693+57.8% | $2,631+181.5% |
| Participant deferral / active EE | $11,097 | $6,636+67.2% | $7,997+38.8% | $4,212+163.5% |
| Admin fee / account holder | $3,546 | $8,568-58.6% | $13,435-73.6% | $7,344-51.7% |