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 | $218,127 | $63,346+244.3% | $92,233+136.5% | $70,131+211.0% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 21.50% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.6pp |
| Employer contribution / active EE | $4,325 | $2,471+75.0% | $3,679+17.6% | $2,342+84.7% |
| Participant deferral / active EE | $7,254 | $2,854+154.2% | $3,897+86.2% | $3,332+117.7% |
| Admin fee / account holder | $4,757 | $3,840+23.9% | $5,194-8.4% | $4,645+2.4% |