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 | $246,514 | $109,413+125.3% | $156,263+57.8% | $84,808+190.7% |
| Participation rate | 96.5% | 72.7%+23.8pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 19.25% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,861 | $2,907-1.6% | $4,333-34.0% | $2,631+8.7% |
| Participant deferral / active EE | $9,697 | $4,590+111.3% | $6,158+57.5% | $4,212+130.3% |
| Admin fee / account holder | $11,816 | $9,357+26.3% | $14,255-17.1% | $7,344+60.9% |