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 | $239,329 | $81,248+194.6% | $155,509+53.9% | $80,856+196.0% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 26.31% | 33.31%-7.0pp | 64.67%-38.4pp | 35.59%-9.3pp |
| Employer contribution / active EE | $9,667 | $3,100+211.8% | $4,672+106.9% | $2,755+250.9% |
| Participant deferral / active EE | $8,843 | $3,452+156.2% | $5,626+57.2% | $4,296+105.8% |
| Admin fee / account holder | $2,498 | $7,997-68.8% | $15,912-84.3% | $6,918-63.9% |