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 | $230,941 | $109,881+110.2% | $150,045+53.9% | $84,808+172.3% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.2pp | 68.3%+30.3pp |
| Annual return | 17.04% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $747 | $3,561-79.0% | $4,693-84.1% | $2,631-71.6% |
| Participant deferral / active EE | $14,134 | $6,636+113.0% | $7,997+76.7% | $4,212+235.6% |
| Admin fee / account holder | $26,754 | $8,568+212.2% | $13,435+99.1% | $7,344+264.3% |