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 | $240,395 | $109,881+118.8% | $150,045+60.2% | $84,808+183.5% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.66% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,946 | $3,561+10.8% | $4,693-15.9% | $2,631+50.0% |
| Participant deferral / active EE | $13,900 | $6,636+109.5% | $7,997+73.8% | $4,212+230.0% |
| Admin fee / account holder | $48,263 | $8,568+463.3% | $13,435+259.2% | $7,344+557.2% |