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 | $243,044 | $138,347+75.7% | $184,203+31.9% | $80,856+200.6% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 13.01% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,195 | $4,850+7.1% | $6,427-19.2% | $2,755+88.6% |
| Participant deferral / active EE | $13,317 | $7,071+88.3% | $9,131+45.8% | $4,296+210.0% |
| Admin fee / account holder | $51,555 | $10,483+391.8% | $13,901+270.9% | $6,918+645.2% |