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 | $234,411 | $112,096+109.1% | $95,952+144.3% | $158,922+47.5% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 14.04% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $11,014 | $3,198+244.4% | $2,541+333.5% | $4,761+131.3% |
| Participant deferral / active EE | $7,059 | $4,784+47.6% | $4,167+69.4% | $5,982+18.0% |
| Admin fee / account holder | $15,057 | $10,130+48.6% | $6,795+121.6% | $11,246+33.9% |