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 | $226,432 | $91,190+148.3% | $178,490+26.9% | $79,858+183.5% |
| Participation rate | 94.4% | 69.2%+25.2pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 11.12% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $9,887 | $3,256+203.7% | $5,011+97.3% | $2,471+300.2% |
| Participant deferral / active EE | $5,789 | $3,236+78.9% | $5,202+11.3% | $3,740+54.8% |
| Admin fee / account holder | $4,226 | $6,751-37.4% | $13,984-69.8% | $5,306-20.4% |