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 | $208,750 | $76,552+172.7% | $123,892+68.5% | $62,891+231.9% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $11,014 | $2,883+282.1% | $4,617+138.6% | $2,281+382.9% |
| Participant deferral / active EE | $9,266 | $4,840+91.5% | $5,984+54.8% | $3,203+189.3% |
| Admin fee / account holder | $8,964 | $4,826+85.8% | $8,357+7.3% | $4,296+108.7% |