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 | $242,849 | $58,512+315.0% | $84,015+189.1% | $72,985+232.7% |
| Participation rate | 85.2% | 61.2%+24.0pp | 69.0%+16.2pp | 69.5%+15.7pp |
| Annual return | 20.48% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,882 | $1,163+147.8% | $1,983+45.3% | $2,440+18.1% |
| Participant deferral / active EE | $7,780 | $2,394+225.0% | $3,239+140.2% | $3,607+115.7% |
| Admin fee / account holder | $6,696 | $4,569+46.6% | $6,101+9.8% | $5,124+30.7% |