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 | $234,943 | $93,571+151.1% | $135,903+72.9% | $75,163+212.6% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 18.24% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $10,839 | $3,537+206.5% | $4,856+123.2% | $2,670+306.0% |
| Participant deferral / active EE | $8,658 | $6,404+35.2% | $7,758+11.6% | $4,125+109.9% |
| Admin fee / account holder | $1,718 | $6,975-75.4% | $10,762-84.0% | $5,651-69.6% |