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 | $235,517 | $105,126+124.0% | $94,646+148.8% | $139,434+68.9% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 15.24% | 38.03%-22.8pp | 156.71%-141.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,382 | $4,106+55.5% | $3,672+73.8% | $4,751+34.3% |
| Participant deferral / active EE | $7,174 | $7,599-5.6% | $7,418-3.3% | $6,710+6.9% |
| Admin fee / account holder | $13,552 | $8,984+50.8% | $7,231+87.4% | $11,403+18.9% |