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 | $248,086 | $109,881+125.8% | $150,045+65.3% | $84,808+192.5% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 21.46% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $29,662 | $3,561+732.9% | $4,693+532.0% | $2,631+1027.4% |
| Participant deferral / active EE | $5,802 | $6,636-12.6% | $7,997-27.5% | $4,212+37.8% |
| Admin fee / account holder | $28,017 | $8,568+227.0% | $13,435+108.5% | $7,344+281.5% |