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 | $224,200 | $93,571+139.6% | $135,903+65.0% | $75,163+198.3% |
| Participation rate | 98.0% | 75.2%+22.9pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 15.43% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $12,061 | $3,537+241.0% | $4,856+148.4% | $2,670+351.8% |
| Participant deferral / active EE | $10,964 | $6,404+71.2% | $7,758+41.3% | $4,125+165.8% |
| Admin fee / account holder | $22,000 | $6,975+215.4% | $10,762+104.4% | $5,651+289.3% |