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 | $243,760 | $109,881+121.8% | $150,045+62.5% | $84,808+187.4% |
| Participation rate | 84.3% | 76.1%+8.2pp | 82.3%+2.0pp | 68.3%+16.0pp |
| Annual return | 17.93% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,996 | $3,561+96.5% | $4,693+49.1% | $2,631+165.9% |
| Participant deferral / active EE | $9,312 | $6,636+40.3% | $7,997+16.4% | $4,212+121.1% |
| Admin fee / account holder | $4,695 | $8,568-45.2% | $13,435-65.1% | $7,344-36.1% |