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 | $236,901 | $60,892+289.1% | $82,389+187.5% | $84,808+179.3% |
| Participation rate | 92.9% | 63.3%+29.6pp | 69.5%+23.3pp | 68.3%+24.5pp |
| Annual return | 15.27% | 37.29%-22.0pp | 28.67%-13.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,896 | $1,779+343.8% | $2,517+213.7% | $2,631+200.1% |
| Participant deferral / active EE | $6,424 | $3,179+102.1% | $4,155+54.6% | $4,212+52.5% |
| Admin fee / account holder | $18,657 | $5,467+241.2% | $7,231+158.0% | $7,344+154.1% |