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 | $236,332 | $109,881+115.1% | $150,045+57.5% | $84,808+178.7% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 14.69% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,360 | $3,561+22.4% | $4,693-7.1% | $2,631+65.7% |
| Participant deferral / active EE | $9,739 | $6,636+46.8% | $7,997+21.8% | $4,212+131.2% |
| Admin fee / account holder | $23,399 | $8,568+173.1% | $13,435+74.2% | $7,344+218.6% |