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 | $229,298 | $89,355+156.6% | $141,162+62.4% | $72,985+214.2% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 23.80% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $9,058 | $3,114+190.8% | $4,735+91.3% | $2,440+271.3% |
| Participant deferral / active EE | $7,704 | $5,418+42.2% | $6,709+14.8% | $3,607+113.6% |
| Admin fee / account holder | $945 | $5,958-84.1% | $10,261-90.8% | $5,124-81.6% |