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 | $214,853 | $98,750+117.6% | $149,696+43.5% | $79,858+169.0% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.4pp |
| Annual return | 13.72% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,100 | $3,216-3.6% | $4,644-33.2% | $2,471+25.5% |
| Participant deferral / active EE | $7,485 | $5,680+31.8% | $6,842+9.4% | $3,740+100.1% |
| Admin fee / account holder | $2,421 | $6,053-60.0% | $9,309-74.0% | $5,306-54.4% |