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 | $228,786 | $89,355+156.0% | $141,162+62.1% | $72,985+213.5% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 19.81% | 111.85%-92.0pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $6,586 | $3,114+111.5% | $4,735+39.1% | $2,440+169.9% |
| Participant deferral / active EE | $9,330 | $5,418+72.2% | $6,709+39.1% | $3,607+158.6% |
| Admin fee / account holder | $1,390 | $5,958-76.7% | $10,261-86.5% | $5,124-72.9% |