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 5-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 | $228,979 | $77,503+195.4% | $100,391+128.1% | $80,856+183.2% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.6%+29.3pp |
| Annual return | 16.77% | 37.20%-20.4pp | 49.20%-32.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,994 | $2,801+78.3% | $3,942+26.7% | $2,755+81.3% |
| Participant deferral / active EE | $12,991 | $6,820+90.5% | $8,082+60.7% | $4,296+202.4% |
| Admin fee / account holder | $14,700 | $5,897+149.3% | $7,899+86.1% | $6,918+112.5% |