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 | $247,199 | $94,625+161.2% | $116,228+112.7% | $84,808+191.5% |
| Participation rate | 88.4% | 70.4%+17.9pp | 74.6%+13.8pp | 68.3%+20.1pp |
| Annual return | 16.37% | 20.40%-4.0pp | 90.06%-73.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,657 | $2,347+98.5% | $2,994+55.5% | $2,631+77.0% |
| Participant deferral / active EE | $11,261 | $3,972+183.5% | $4,953+127.4% | $4,212+167.4% |
| Admin fee / account holder | $3,817 | $10,091-62.2% | $11,989-68.2% | $7,344-48.0% |