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 | $246,017 | $65,365+276.4% | $92,893+164.8% | $72,985+237.1% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 18.15% | 42.10%-24.0pp | 109.41%-91.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $12,158 | $2,594+368.7% | $3,653+232.8% | $2,440+398.3% |
| Participant deferral / active EE | $10,582 | $3,128+238.3% | $4,236+149.8% | $3,607+193.3% |
| Admin fee / account holder | $4,981 | $4,251+17.2% | $5,794-14.0% | $5,124-2.8% |