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 | $240,980 | $74,888+221.8% | $71,209+238.4% | $142,382+69.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.23% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,243 | $2,854+118.7% | $2,721+129.5% | $4,299+45.2% |
| Participant deferral / active EE | $11,994 | $4,454+169.3% | $4,175+187.3% | $6,507+84.3% |
| Admin fee / account holder | $1,826 | $5,568-67.2% | $5,349-65.9% | $12,624-85.5% |