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 | $247,154 | $51,175+383.0% | $70,515+250.5% | $75,163+228.8% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 23.03% | 30.02%-7.0pp | 32.77%-9.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,368 | $1,826+84.4% | $2,973+13.3% | $2,670+26.1% |
| Participant deferral / active EE | $7,084 | $2,849+148.6% | $4,567+55.1% | $4,125+71.7% |
| Admin fee / account holder | $3,602 | $4,091-11.9% | $6,412-43.8% | $5,651-36.3% |