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 | $241,605 | $101,724+137.5% | $164,813+46.6% | $80,856+198.8% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 16.57% | 16.72%-0.1pp | 69.93%-53.4pp | 35.59%-19.0pp |
| Employer contribution / active EE | $5,727 | $2,953+93.9% | $4,341+31.9% | $2,755+107.9% |
| Participant deferral / active EE | $14,326 | $4,477+220.0% | $6,031+137.5% | $4,296+233.5% |
| Admin fee / account holder | $2,148 | $8,227-73.9% | $12,690-83.1% | $6,918-68.9% |