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 | $225,195 | $65,365+244.5% | $92,893+142.4% | $72,985+208.6% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 16.98% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $6,218 | $2,594+139.7% | $3,653+70.2% | $2,440+154.9% |
| Participant deferral / active EE | $6,336 | $3,128+102.5% | $4,236+49.6% | $3,607+75.6% |
| Admin fee / account holder | $9,072 | $4,251+113.4% | $5,794+56.6% | $5,124+77.0% |