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 | $220,917 | $78,422+181.7% | $95,952+130.2% | $79,858+176.6% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 11.40% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,151 | $1,945+113.4% | $2,541+63.4% | $2,471+68.0% |
| Participant deferral / active EE | $12,274 | $3,440+256.8% | $4,167+194.6% | $3,740+228.2% |
| Admin fee / account holder | $5,972 | $5,622+6.2% | $6,795-12.1% | $5,306+12.6% |