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 | $214,703 | $89,355+140.3% | $141,162+52.1% | $72,985+194.2% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 21.36% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $5,295 | $3,114+70.0% | $4,735+11.8% | $2,440+117.0% |
| Participant deferral / active EE | $5,947 | $5,418+9.8% | $6,709-11.4% | $3,607+64.9% |
| Admin fee / account holder | $70,744 | $5,958+1087.4% | $10,261+589.4% | $5,124+1280.6% |