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 | $235,744 | $77,634+203.7% | $156,549+50.6% | $62,891+274.8% |
| Participation rate | 92.1% | 71.2%+20.9pp | 84.0%+8.1pp | 69.3%+22.8pp |
| Annual return | 7.73% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $11,346 | $3,444+229.5% | $5,501+106.3% | $2,281+397.5% |
| Participant deferral / active EE | $6,973 | $3,045+129.0% | $4,871+43.1% | $3,203+117.7% |
| Admin fee / account holder | $4,963 | $5,561-10.8% | $13,027-61.9% | $4,296+15.5% |