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 | $244,066 | $65,041+275.2% | $90,951+168.3% | $79,858+205.6% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.0%+26.1pp | 69.6%+25.4pp |
| Annual return | 17.93% | 30.45%-12.5pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,373 | $1,247+90.2% | $2,122+11.8% | $2,471-4.0% |
| Participant deferral / active EE | $6,625 | $2,512+163.8% | $3,373+96.4% | $3,740+77.1% |
| Admin fee / account holder | $9,808 | $4,536+116.2% | $5,959+64.6% | $5,306+84.8% |