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 | $207,848 | $81,460+155.2% | $103,333+101.1% | $80,856+157.1% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.6%+29.3pp |
| Annual return | 11.98% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7,723 | $3,105+148.7% | $3,868+99.7% | $2,755+180.3% |
| Participant deferral / active EE | $12,107 | $3,869+212.9% | $5,057+139.4% | $4,296+181.8% |
| Admin fee / account holder | $13,736 | $6,566+109.2% | $8,355+64.4% | $6,918+98.5% |