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 | $205,781 | $60,892+237.9% | $82,389+149.8% | $84,808+142.6% |
| Participation rate | 97.7% | 63.3%+34.5pp | 69.5%+28.2pp | 68.3%+29.4pp |
| Annual return | 13.77% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $11,160 | $1,779+527.2% | $2,517+343.4% | $2,631+324.2% |
| Participant deferral / active EE | $5,899 | $3,179+85.6% | $4,155+42.0% | $4,212+40.1% |
| Admin fee / account holder | $2,567 | $5,467-53.0% | $7,231-64.5% | $7,344-65.0% |