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 | $224,057 | $72,404+209.5% | $110,238+103.2% | $64,186+249.1% |
| Participation rate | 98.5% | 73.3%+25.1pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | 8.80% | -6.29%+15.1pp | 314.74%-305.9pp | 7.63%+1.2pp |
| Employer contribution / active EE | $7,576 | $2,282+232.0% | $3,826+98.0% | $2,381+218.2% |
| Participant deferral / active EE | $7,645 | $3,469+120.4% | $4,672+63.6% | $3,470+120.3% |
| Admin fee / account holder | $1,865 | $5,664-67.1% | $8,547-78.2% | $4,888-61.8% |