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 | $228,193 | $91,190+150.2% | $178,490+27.8% | $79,858+185.7% |
| Participation rate | 94.4% | 69.2%+25.2pp | 81.9%+12.5pp | 69.6%+24.8pp |
| Annual return | 12.23% | 24.19%-12.0pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $6,712 | $3,256+106.1% | $5,011+34.0% | $2,471+171.6% |
| Participant deferral / active EE | $5,891 | $3,236+82.0% | $5,202+13.3% | $3,740+57.5% |
| Admin fee / account holder | $4,349 | $6,751-35.6% | $13,984-68.9% | $5,306-18.0% |