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 | $222,500 | $65,365+240.4% | $92,893+139.5% | $72,985+204.9% |
| Participation rate | 96.6% | 68.3%+28.3pp | 76.0%+20.6pp | 69.5%+27.1pp |
| Annual return | 20.28% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $5,955 | $2,594+129.6% | $3,653+63.0% | $2,440+144.1% |
| Participant deferral / active EE | $8,932 | $3,128+185.5% | $4,236+110.9% | $3,607+147.6% |
| Admin fee / account holder | $1,431 | $4,251-66.4% | $5,794-75.3% | $5,124-72.1% |