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 | $242,883 | $80,717+200.9% | $154,803+56.9% | $84,808+186.4% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,672 | $2,761+33.0% | $4,305-14.7% | $2,631+39.6% |
| Participant deferral / active EE | $5,694 | $3,303+72.4% | $5,540+2.8% | $4,212+35.2% |
| Admin fee / account holder | $19,295 | $6,746+186.0% | $14,329+34.7% | $7,344+162.7% |