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 | $238,096 | $56,053+324.8% | $75,972+213.4% | $80,856+194.5% |
| Participation rate | 88.2% | 62.0%+26.2pp | 69.1%+19.2pp | 67.6%+20.6pp |
| Annual return | 11.66% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,697 | $1,874+43.9% | $2,685+0.4% | $2,755-2.1% |
| Participant deferral / active EE | $9,481 | $3,052+210.7% | $4,255+122.8% | $4,296+120.7% |
| Admin fee / account holder | $10,384 | $5,234+98.4% | $6,467+60.6% | $6,918+50.1% |