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 | $249,250 | $98,750+152.4% | $149,696+66.5% | $79,858+212.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 14.30% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,543 | $3,216+10.2% | $4,644-23.7% | $2,471+43.4% |
| Participant deferral / active EE | $7,485 | $5,680+31.8% | $6,842+9.4% | $3,740+100.1% |
| Admin fee / account holder | $22,554 | $6,053+272.6% | $9,309+142.3% | $5,306+325.0% |