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 | $237,734 | $54,762+334.1% | $90,281+163.3% | $72,985+225.7% |
| Participation rate | 95.3% | 65.1%+30.2pp | 73.3%+22.1pp | 69.5%+25.9pp |
| Annual return | 23.20% | 30.63%-7.4pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $7,034 | $2,092+236.1% | $2,854+146.4% | $2,440+188.3% |
| Participant deferral / active EE | $8,538 | $2,887+195.7% | $3,885+119.7% | $3,607+136.7% |
| Admin fee / account holder | $561 | $3,972-85.9% | $5,351-89.5% | $5,124-89.1% |