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 5-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 | $205,353 | $109,881+86.9% | $150,045+36.9% | $84,808+142.1% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 16.91% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,337 | $3,561+49.9% | $4,693+13.7% | $2,631+102.9% |
| Participant deferral / active EE | $14,764 | $6,636+122.5% | $7,997+84.6% | $4,212+250.6% |
| Admin fee / account holder | $23,036 | $8,568+168.9% | $13,435+71.5% | $7,344+213.7% |