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 | $195,916 | $81,208+141.3% | $98,907+98.1% | $79,858+145.3% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 44.67% | 60.99%-16.3pp | 196.43%-151.8pp | 31.71%+13.0pp |
| Employer contribution / active EE | $3,624 | $1,960+84.9% | $2,689+34.8% | $2,471+46.7% |
| Participant deferral / active EE | $5,613 | $3,265+71.9% | $4,244+32.3% | $3,740+50.1% |
| Admin fee / account holder | $467 | $6,013-92.2% | $6,642-93.0% | $5,306-91.2% |