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 | $219,112 | $89,753+144.1% | $107,525+103.8% | $84,808+158.4% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 18.69% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,927 | $3,113+26.1% | $3,754+4.6% | $2,631+49.3% |
| Participant deferral / active EE | $8,424 | $4,056+107.7% | $5,116+64.7% | $4,212+100.0% |
| Admin fee / account holder | $570 | $7,222-92.1% | $8,919-93.6% | $7,344-92.2% |