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 | $203,476 | $55,706+265.3% | $75,886+168.1% | $72,985+178.8% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.3%+27.9pp | 69.5%+27.7pp |
| Annual return | 23.02% | 27.59%-4.6pp | 30.76%-7.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,617 | $1,687+114.4% | $2,500+44.6% | $2,440+48.2% |
| Participant deferral / active EE | $5,996 | $2,634+127.6% | $3,603+66.4% | $3,607+66.2% |
| Admin fee / account holder | $10,916 | $3,978+174.4% | $5,418+101.5% | $5,124+113.0% |