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 7-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 | $222,010 | $56,897+290.2% | $84,750+162.0% | $62,891+253.0% |
| Participation rate | 87.9% | 68.5%+19.3pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 10.31% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $13,605 | $2,400+467.0% | $3,574+280.7% | $2,281+496.5% |
| Participant deferral / active EE | $6,748 | $2,709+149.1% | $3,712+81.8% | $3,203+110.7% |
| Admin fee / account holder | $2,822 | $3,581-21.2% | $5,332-47.1% | $4,296-34.3% |