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 | $239,502 | $81,248+194.8% | $155,509+54.0% | $80,856+196.2% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 11.03% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $10,619 | $3,100+242.5% | $4,672+127.3% | $2,755+285.5% |
| Participant deferral / active EE | $5,282 | $3,452+53.0% | $5,626-6.1% | $4,296+23.0% |
| Admin fee / account holder | $2,779 | $7,997-65.2% | $15,912-82.5% | $6,918-59.8% |