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 | $244,720 | $109,881+122.7% | $150,045+63.1% | $84,808+188.6% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 18.23% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,701 | $3,561+88.2% | $4,693+42.8% | $2,631+154.7% |
| Participant deferral / active EE | $14,791 | $6,636+122.9% | $7,997+85.0% | $4,212+251.2% |
| Admin fee / account holder | $17,700 | $8,568+106.6% | $13,435+31.7% | $7,344+141.0% |