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 | $230,821 | $98,750+133.7% | $149,696+54.2% | $79,858+189.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 12.93% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,440 | $3,216-24.1% | $4,644-47.5% | $2,471-1.2% |
| Participant deferral / active EE | $13,009 | $5,680+129.0% | $6,842+90.1% | $3,740+247.8% |
| Admin fee / account holder | $5,813 | $6,053-4.0% | $9,309-37.6% | $5,306+9.5% |