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 | $232,808 | $93,571+148.8% | $135,903+71.3% | $75,163+209.7% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 15.80% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $13,612 | $3,537+284.9% | $4,856+180.3% | $2,670+409.8% |
| Participant deferral / active EE | $9,079 | $6,404+41.8% | $7,758+17.0% | $4,125+120.1% |
| Admin fee / account holder | $10,042 | $6,975+44.0% | $10,762-6.7% | $5,651+77.7% |