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 | $216,537 | $72,277+199.6% | $101,248+113.9% | $79,858+171.2% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 20.69% | 22.30%-1.6pp | 46.47%-25.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $7,259 | $2,692+169.7% | $3,660+98.4% | $2,471+193.8% |
| Participant deferral / active EE | $3,620 | $3,282+10.3% | $4,370-17.2% | $3,740-3.2% |
| Admin fee / account holder | $7,504 | $4,400+70.5% | $5,945+26.2% | $5,306+41.4% |