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 | $113,930 | $48,750+133.7% | $88,946+28.1% | $74,304+53.3% |
| Participation rate | 94.0% | 44.5%+49.5pp | 68.8%+25.2pp | 60.3%+33.7pp |
| Annual return | 19.25% | 25.91%-6.7pp | 57.82%-38.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $3,309 | $1,255+163.7% | $2,555+29.5% | $2,241+47.6% |
| Participant deferral / active EE | $7,142 | $2,423+194.7% | $4,581+55.9% | $3,767+89.6% |
| Admin fee / account holder | $4,163 | $3,756+10.8% | $8,261-49.6% | $2,969+40.2% |