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 | $200,960 | $94,625+112.4% | $116,228+72.9% | $84,808+137.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 19.89% | 20.40%-0.5pp | 90.06%-70.2pp | 40.90%-21.0pp |
| Employer contribution / active EE | $6,534 | $2,347+178.4% | $2,994+118.2% | $2,631+148.3% |
| Participant deferral / active EE | $9,112 | $3,972+129.4% | $4,953+84.0% | $4,212+116.4% |
| Admin fee / account holder | $3,174 | $10,091-68.5% | $11,989-73.5% | $7,344-56.8% |