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 | $225,336 | $101,724+121.5% | $164,813+36.7% | $80,856+178.7% |
| Participation rate | 87.0% | 71.8%+15.1pp | 78.6%+8.4pp | 67.6%+19.3pp |
| Annual return | 15.23% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,681 | $2,953+58.5% | $4,341+7.8% | $2,755+69.9% |
| Participant deferral / active EE | $11,602 | $4,477+159.1% | $6,031+92.4% | $4,296+170.1% |
| Admin fee / account holder | $12,696 | $8,227+54.3% | $12,690+0.1% | $6,918+83.5% |