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 | $122,746 | $54,705+124.4% | $71,209+72.4% | $84,808+44.7% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 15.78% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,350 | $2,158+55.2% | $2,721+23.1% | $2,631+27.3% |
| Participant deferral / active EE | $7,909 | $3,030+161.0% | $4,175+89.4% | $4,212+87.8% |
| Admin fee / account holder | $15,317 | $4,863+214.9% | $5,349+186.4% | $7,344+108.6% |