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 | $194,041 | $54,705+254.7% | $71,209+172.5% | $84,808+128.8% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 20.74% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $4,561 | $2,158+111.4% | $2,721+67.6% | $2,631+73.4% |
| Participant deferral / active EE | $11,099 | $3,030+266.3% | $4,175+165.8% | $4,212+163.5% |
| Admin fee / account holder | $7,389 | $4,863+51.9% | $5,349+38.1% | $7,344+0.6% |