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 | $207,338 | $89,355+132.0% | $141,162+46.9% | $72,985+184.1% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 27.83% | 111.85%-84.0pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $4,654 | $3,114+49.4% | $4,735-1.7% | $2,440+90.8% |
| Participant deferral / active EE | $11,980 | $5,418+121.1% | $6,709+78.6% | $3,607+232.1% |
| Admin fee / account holder | $13,518 | $5,958+126.9% | $10,261+31.7% | $5,124+163.8% |