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 | $232,240 | $58,208+299.0% | $81,812+183.9% | $80,856+187.2% |
| Participation rate | 91.2% | 63.4%+27.8pp | 72.3%+18.9pp | 67.6%+23.6pp |
| Annual return | 13.99% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,608 | $2,340+54.2% | $2,912+23.9% | $2,755+31.0% |
| Participant deferral / active EE | $11,000 | $3,281+235.3% | $4,319+154.7% | $4,296+156.1% |
| Admin fee / account holder | $7,606 | $4,981+52.7% | $7,386+3.0% | $6,918+9.9% |