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 | $246,999 | $93,571+164.0% | $135,903+81.7% | $75,163+228.6% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 17.29% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,385 | $3,537+52.3% | $4,856+10.9% | $2,670+101.7% |
| Participant deferral / active EE | $10,145 | $6,404+58.4% | $7,758+30.8% | $4,125+145.9% |
| Admin fee / account holder | $8,074 | $6,975+15.7% | $10,762-25.0% | $5,651+42.9% |