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 | $222,495 | $72,277+207.8% | $101,248+119.8% | $79,858+178.6% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 13.25% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,316 | $2,692+60.3% | $3,660+17.9% | $2,471+74.7% |
| Participant deferral / active EE | $7,423 | $3,282+126.2% | $4,370+69.9% | $3,740+98.5% |
| Admin fee / account holder | $6,656 | $4,400+51.3% | $5,945+11.9% | $5,306+25.4% |