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 | $240,239 | $59,101+306.5% | $77,163+211.3% | $75,163+219.6% |
| Participation rate | 80.9% | 63.9%+17.0pp | 69.6%+11.3pp | 67.2%+13.7pp |
| Annual return | 14.50% | 26.71%-12.2pp | 37.87%-23.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,426 | $1,995+71.7% | $2,535+35.2% | $2,670+28.3% |
| Participant deferral / active EE | $5,302 | $2,999+76.8% | $3,833+38.3% | $4,125+28.5% |
| Admin fee / account holder | $8,263 | $4,774+73.1% | $5,472+51.0% | $5,651+46.2% |