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 | $239,733 | $114,381+109.6% | $107,525+123.0% | $142,382+68.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 14.05% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,730 | $4,015-7.1% | $3,754-0.6% | $4,299-13.2% |
| Participant deferral / active EE | $9,085 | $5,564+63.3% | $5,116+77.6% | $6,507+39.6% |
| Admin fee / account holder | $9,943 | $9,860+0.8% | $8,919+11.5% | $12,624-21.2% |