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 | $235,042 | $91,190+157.8% | $178,490+31.7% | $79,858+194.3% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 22.74% | 24.19%-1.5pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $7,000 | $3,256+115.0% | $5,011+39.7% | $2,471+183.3% |
| Participant deferral / active EE | $8,113 | $3,236+150.7% | $5,202+56.0% | $3,740+116.9% |
| Admin fee / account holder | $4,215 | $6,751-37.6% | $13,984-69.9% | $5,306-20.6% |