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 | $219,289 | $65,041+237.2% | $90,951+141.1% | $79,858+174.6% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 13.45% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,389 | $1,247+171.7% | $2,122+59.7% | $2,471+37.2% |
| Participant deferral / active EE | $7,101 | $2,512+182.7% | $3,373+110.5% | $3,740+89.9% |
| Admin fee / account holder | $38,844 | $4,536+756.3% | $5,959+551.9% | $5,306+632.0% |