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 | $233,583 | $107,334+117.6% | $92,893+151.5% | $152,861+52.8% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 21.30% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $10,802 | $4,221+155.9% | $3,653+195.7% | $4,762+126.8% |
| Participant deferral / active EE | $11,106 | $4,845+129.2% | $4,236+162.2% | $5,850+89.8% |
| Admin fee / account holder | $2,303 | $7,079-67.5% | $5,794-60.3% | $11,596-80.1% |