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 | $229,667 | $109,881+109.0% | $150,045+53.1% | $84,808+170.8% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,620 | $3,561-26.4% | $4,693-44.2% | $2,631-0.4% |
| Participant deferral / active EE | $7,777 | $6,636+17.2% | $7,997-2.8% | $4,212+84.6% |
| Admin fee / account holder | $717 | $8,568-91.6% | $13,435-94.7% | $7,344-90.2% |