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 | $207,581 | $89,355+132.3% | $141,162+47.1% | $72,985+184.4% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 19.78% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $5,240 | $3,114+68.2% | $4,735+10.7% | $2,440+114.8% |
| Participant deferral / active EE | $9,362 | $5,418+72.8% | $6,709+39.5% | $3,607+159.5% |
| Admin fee / account holder | $4,678 | $5,958-21.5% | $10,261-54.4% | $5,124-8.7% |