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 | $190,986 | $80,673+136.7% | $101,326+88.5% | $84,808+125.2% |
| Participation rate | 96.6% | 77.8%+18.8pp | 81.5%+15.1pp | 68.3%+28.2pp |
| Annual return | 18.51% | 38.95%-20.4pp | 36.82%-18.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $6,441 | $2,698+138.8% | $3,665+75.7% | $2,631+144.8% |
| Participant deferral / active EE | $13,004 | $6,840+90.1% | $7,994+62.7% | $4,212+208.8% |
| Admin fee / account holder | $1,153 | $12,784-91.0% | $11,185-89.7% | $7,344-84.3% |