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 | $224,395 | $109,359+105.2% | $162,163+38.4% | $72,985+207.5% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 23.39% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $7,648 | $3,907+95.7% | $5,614+36.2% | $2,440+213.4% |
| Participant deferral / active EE | $10,348 | $5,481+88.8% | $7,298+41.8% | $3,607+186.8% |
| Admin fee / account holder | $2,752 | $7,972-65.5% | $10,843-74.6% | $5,124-46.3% |