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 | $232,512 | $72,492+220.7% | $87,100+166.9% | $72,985+218.6% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 18.19% | 24.46%-6.3pp | 28.19%-10.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,906 | $1,894+106.2% | $2,521+54.9% | $2,440+60.1% |
| Participant deferral / active EE | $8,020 | $3,270+145.3% | $4,049+98.1% | $3,607+122.3% |
| Admin fee / account holder | $25,120 | $5,055+396.9% | $7,497+235.1% | $5,124+390.2% |