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 | $199,294 | $78,705+153.2% | $117,854+69.1% | $70,131+184.2% |
| Participation rate | 89.6% | 73.2%+16.4pp | 79.7%+9.9pp | 69.5%+20.0pp |
| Annual return | 21.16% | 23.30%-2.1pp | 335.08%-313.9pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,850 | $2,223+73.2% | $3,786+1.7% | $2,342+64.4% |
| Participant deferral / active EE | $5,654 | $3,297+71.5% | $4,482+26.2% | $3,332+69.7% |
| Admin fee / account holder | $3,439 | $5,065-32.1% | $8,020-57.1% | $4,645-26.0% |