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 3-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 | $240,951 | $81,248+196.6% | $155,509+54.9% | $80,856+198.0% |
| Participation rate | 79.5% | 66.2%+13.2pp | 78.2%+1.3pp | 67.6%+11.8pp |
| Annual return | 10.99% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $9,393 | $3,100+203.0% | $4,672+101.0% | $2,755+241.0% |
| Participant deferral / active EE | $6,868 | $3,452+99.0% | $5,626+22.1% | $4,296+59.9% |
| Admin fee / account holder | $104,749 | $7,997+1209.8% | $15,912+558.3% | $6,918+1414.2% |