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 | $211,069 | $85,766+146.1% | $136,294+54.9% | $70,131+201.0% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 16.27% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $6,810 | $2,966+129.6% | $4,695+45.0% | $2,342+190.7% |
| Participant deferral / active EE | $7,348 | $5,051+45.5% | $6,247+17.6% | $3,332+120.5% |
| Admin fee / account holder | $4,679 | $5,420-13.7% | $9,243-49.4% | $4,645+0.7% |