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 | $243,990 | $81,208+200.5% | $98,907+146.7% | $79,858+205.5% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 11.61% | 60.99%-49.4pp | 196.43%-184.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $3,082 | $1,960+57.2% | $2,689+14.6% | $2,471+24.7% |
| Participant deferral / active EE | $7,482 | $3,265+129.2% | $4,244+76.3% | $3,740+100.1% |
| Admin fee / account holder | $53,144 | $6,013+783.8% | $6,642+700.2% | $5,306+901.5% |