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 | $240,990 | $60,022+301.5% | $88,946+170.9% | $84,808+184.2% |
| Participation rate | 97.8% | 57.8%+39.9pp | 68.8%+28.9pp | 68.3%+29.5pp |
| Annual return | 17.99% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $8,126 | $1,703+377.2% | $2,555+218.0% | $2,631+208.9% |
| Participant deferral / active EE | $13,275 | $3,114+326.3% | $4,581+189.8% | $4,212+215.2% |
| Admin fee / account holder | $10,751 | $4,811+123.5% | $8,261+30.1% | $7,344+46.4% |