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 | $245,502 | $100,923+143.3% | $150,045+63.6% | $74,304+230.4% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.3%+11.4pp | 60.3%+33.4pp |
| Annual return | 16.12% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $5,387 | $3,463+55.6% | $4,693+14.8% | $2,241+140.4% |
| Participant deferral / active EE | $9,529 | $6,709+42.0% | $7,997+19.2% | $3,767+152.9% |
| Admin fee / account holder | $21,001 | $2,767+659.0% | $13,435+56.3% | $2,969+607.4% |