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 | $227,830 | $89,355+155.0% | $141,162+61.4% | $72,985+212.2% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 26.14% | 111.85%-85.7pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $28,193 | $3,114+805.3% | $4,735+495.4% | $2,440+1055.5% |
| Participant deferral / active EE | $15,949 | $5,418+194.4% | $6,709+137.7% | $3,607+342.1% |
| Admin fee / account holder | $4,754 | $5,958-20.2% | $10,261-53.7% | $5,124-7.2% |