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 | $246,190 | $69,515+254.2% | $86,874+183.4% | $85,850+186.8% |
| Participation rate | 97.0% | 66.3%+30.6pp | 71.6%+25.3pp | 69.3%+27.7pp |
| Annual return | 20.26% | 20.12%+0.1pp | 63.52%-43.3pp | 318.53%-298.3pp |
| Employer contribution / active EE | $2,755 | $1,880+46.5% | $2,495+10.4% | $2,565+7.4% |
| Participant deferral / active EE | $4,564 | $2,919+56.4% | $3,699+23.4% | $3,952+15.5% |
| Admin fee / account holder | $19,322 | $5,972+223.6% | $5,828+231.5% | $6,260+208.7% |