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 | $236,784 | $89,355+165.0% | $141,162+67.7% | $72,985+224.4% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 23.38% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,792 | $3,114+53.9% | $4,735+1.2% | $2,440+96.4% |
| Participant deferral / active EE | $6,821 | $5,418+25.9% | $6,709+1.7% | $3,607+89.1% |
| Admin fee / account holder | $5,698 | $5,958-4.4% | $10,261-44.5% | $5,124+11.2% |