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 | $239,757 | $81,248+195.1% | $155,509+54.2% | $80,856+196.5% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 13.62% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,161 | $3,100+66.5% | $4,672+10.4% | $2,755+87.3% |
| Participant deferral / active EE | $6,504 | $3,452+88.4% | $5,626+15.6% | $4,296+51.4% |
| Admin fee / account holder | $1,056 | $7,997-86.8% | $15,912-93.4% | $6,918-84.7% |