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 | $208,568 | $69,362+200.7% | $101,248+106.0% | $73,488+183.8% |
| Participation rate | 94.0% | 68.4%+25.6pp | 75.8%+18.2pp | 70.7%+23.4pp |
| Annual return | 19.70% | 18.46%+1.2pp | 46.47%-26.8pp | 28.51%-8.8pp |
| Employer contribution / active EE | $14,230 | $2,628+441.4% | $3,660+288.9% | $2,270+526.9% |
| Participant deferral / active EE | $5,386 | $3,300+63.2% | $4,370+23.2% | $3,740+44.0% |
| Admin fee / account holder | $3,682 | $704+423.4% | $5,945-38.1% | $513+617.7% |