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 | $236,761 | $80,717+193.3% | $154,803+52.9% | $84,808+179.2% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 14.15% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,926 | $2,761+114.6% | $4,305+37.6% | $2,631+125.2% |
| Participant deferral / active EE | $8,240 | $3,303+149.5% | $5,540+48.7% | $4,212+95.7% |
| Admin fee / account holder | $1,181 | $6,746-82.5% | $14,329-91.8% | $7,344-83.9% |