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 | $246,902 | $91,552+169.7% | $133,956+84.3% | $79,858+209.2% |
| Participation rate | 83.5% | 73.3%+10.2pp | 79.8%+3.7pp | 69.6%+13.9pp |
| Annual return | 15.71% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,544 | $2,384+6.7% | $3,919-35.1% | $2,471+3.0% |
| Participant deferral / active EE | $5,314 | $3,733+42.3% | $5,048+5.3% | $3,740+42.1% |
| Admin fee / account holder | $14,721 | $6,321+132.9% | $8,927+64.9% | $5,306+177.4% |