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 | $242,841 | $94,529+156.9% | $140,016+73.4% | $64,186+278.3% |
| Participation rate | 97.1% | 84.1%+13.0pp | 87.5%+9.6pp | 69.6%+27.5pp |
| Annual return | 32.72% | 7.77%+24.9pp | 651.12%-618.4pp | 7.63%+25.1pp |
| Employer contribution / active EE | $3,497 | $3,812-8.3% | $5,606-37.6% | $2,381+46.9% |
| Participant deferral / active EE | $3,578 | $5,250-31.8% | $6,927-48.3% | $3,470+3.1% |
| Admin fee / account holder | $61,829 | $6,741+817.2% | $10,705+477.6% | $4,888+1164.9% |