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 | $205,139 | $94,625+116.8% | $116,228+76.5% | $84,808+141.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 12.27% | 20.40%-8.1pp | 90.06%-77.8pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,185 | $2,347+35.7% | $2,994+6.4% | $2,631+21.1% |
| Participant deferral / active EE | $6,042 | $3,972+52.1% | $4,953+22.0% | $4,212+43.5% |
| Admin fee / account holder | $6,658 | $10,091-34.0% | $11,989-44.5% | $7,344-9.3% |