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 4-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 | $244,701 | $77,899+214.1% | $149,673+63.5% | $75,163+225.6% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.0pp | 67.2%+5.5pp |
| Annual return | 17.30% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,484 | $3,137+11.1% | $4,818-27.7% | $2,670+30.5% |
| Participant deferral / active EE | $9,105 | $3,411+166.9% | $5,680+60.3% | $4,125+120.7% |
| Admin fee / account holder | $5,243 | $5,956-12.0% | $13,210-60.3% | $5,651-7.2% |