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 3-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 | $231,218 | $109,881+110.4% | $150,045+54.1% | $84,808+172.6% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 75.55% | 28.25%+47.3pp | 62.55%+13.0pp | 40.90%+34.7pp |
| Employer contribution / active EE | $1,606 | $3,561-54.9% | $4,693-65.8% | $2,631-38.9% |
| Participant deferral / active EE | $3,135 | $6,636-52.8% | $7,997-60.8% | $4,212-25.6% |
| Admin fee / account holder | $3,941 | $8,568-54.0% | $13,435-70.7% | $7,344-46.3% |