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 | $246,555 | $78,705+213.3% | $117,854+109.2% | $70,131+251.6% |
| Participation rate | 92.5% | 73.2%+19.3pp | 79.7%+12.8pp | 69.5%+22.9pp |
| Annual return | 21.08% | 23.30%-2.2pp | 335.08%-314.0pp | 73.14%-52.1pp |
| Employer contribution / active EE | $5,029 | $2,223+126.2% | $3,786+32.8% | $2,342+114.7% |
| Participant deferral / active EE | $2,805 | $3,297-14.9% | $4,482-37.4% | $3,332-15.8% |
| Admin fee / account holder | $5,288 | $5,065+4.4% | $8,020-34.1% | $4,645+13.8% |