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 | $214,462 | $51,175+319.1% | $70,515+204.1% | $75,163+185.3% |
| Participation rate | 84.4% | 60.9%+23.4pp | 68.3%+16.0pp | 67.2%+17.2pp |
| Annual return | 14.00% | 30.02%-16.0pp | 32.77%-18.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $9,988 | $1,826+447.0% | $2,973+235.9% | $2,670+274.1% |
| Participant deferral / active EE | $5,587 | $2,849+96.1% | $4,567+22.3% | $4,125+35.4% |
| Admin fee / account holder | $32,625 | $4,091+697.6% | $6,412+408.8% | $5,651+477.3% |