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 5-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 | $240,089 | $109,413+119.4% | $156,263+53.6% | $84,808+183.1% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 19.15% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $8,082 | $2,907+178.0% | $4,333+86.5% | $2,631+207.2% |
| Participant deferral / active EE | $5,476 | $4,590+19.3% | $6,158-11.1% | $4,212+30.0% |
| Admin fee / account holder | $672 | $9,357-92.8% | $14,255-95.3% | $7,344-90.9% |