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 | $228,149 | $94,625+141.1% | $116,228+96.3% | $84,808+169.0% |
| Participation rate | 91.1% | 70.4%+20.7pp | 74.6%+16.6pp | 68.3%+22.8pp |
| Annual return | 13.28% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,109 | $2,347-52.7% | $2,994-63.0% | $2,631-57.8% |
| Participant deferral / active EE | $7,431 | $3,972+87.1% | $4,953+50.0% | $4,212+76.5% |
| Admin fee / account holder | $16,817 | $10,091+66.6% | $11,989+40.3% | $7,344+129.0% |