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 5-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 | $208,066 | $93,571+122.4% | $135,903+53.1% | $75,163+176.8% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 18.89% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $9,313 | $3,537+163.3% | $4,856+91.8% | $2,670+248.8% |
| Participant deferral / active EE | $7,907 | $6,404+23.5% | $7,758+1.9% | $4,125+91.7% |
| Admin fee / account holder | $8,370 | $6,975+20.0% | $10,762-22.2% | $5,651+48.1% |