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 | $219,828 | $91,190+141.1% | $178,490+23.2% | $79,858+175.3% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 18.25% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,094 | $3,256+148.6% | $5,011+61.5% | $2,471+227.6% |
| Participant deferral / active EE | $6,631 | $3,236+104.9% | $5,202+27.5% | $3,740+77.3% |
| Admin fee / account holder | $2,131 | $6,751-68.4% | $13,984-84.8% | $5,306-59.8% |