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 | $241,711 | $109,881+120.0% | $150,045+61.1% | $84,808+185.0% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 19.28% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $7,708 | $3,561+116.4% | $4,693+64.2% | $2,631+193.0% |
| Participant deferral / active EE | $14,998 | $6,636+126.0% | $7,997+87.5% | $4,212+256.1% |
| Admin fee / account holder | $12,232 | $8,568+42.8% | $13,435-9.0% | $7,344+66.6% |