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 | $240,356 | $89,355+169.0% | $141,162+70.3% | $72,985+229.3% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 26.02% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,645 | $3,114+17.0% | $4,735-23.0% | $2,440+49.4% |
| Participant deferral / active EE | $17,244 | $5,418+218.3% | $6,709+157.0% | $3,607+378.0% |
| Admin fee / account holder | $6,879 | $5,958+15.5% | $10,261-33.0% | $5,124+34.2% |