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 | $244,454 | $72,277+238.2% | $101,248+141.4% | $79,858+206.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 11.88% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,656 | $2,692+73.0% | $3,660+27.2% | $2,471+88.4% |
| Participant deferral / active EE | $12,414 | $3,282+278.3% | $4,370+184.1% | $3,740+231.9% |
| Admin fee / account holder | $982 | $4,400-77.7% | $5,945-83.5% | $5,306-81.5% |