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 | $227,629 | $89,355+154.7% | $141,162+61.3% | $72,985+211.9% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 26.87% | 111.85%-85.0pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,600 | $3,114+15.6% | $4,735-24.0% | $2,440+47.5% |
| Participant deferral / active EE | $13,918 | $5,418+156.9% | $6,709+107.5% | $3,607+285.8% |
| Admin fee / account holder | $15,562 | $5,958+161.2% | $10,261+51.7% | $5,124+203.7% |