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 | $204,781 | $101,763+101.2% | $164,866+24.2% | $80,874+153.2% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 14.48% | 16.73%-2.2pp | 69.97%-55.5pp | 35.62%-21.1pp |
| Employer contribution / active EE | $6,273 | $2,954+112.3% | $4,343+44.5% | $2,756+127.7% |
| Participant deferral / active EE | $12,659 | $4,477+182.8% | $6,033+109.8% | $4,297+194.6% |
| Admin fee / account holder | $5,671 | $8,228-31.1% | $12,689-55.3% | $6,935-18.2% |