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 | $225,488 | $53,777+319.3% | $134,143+68.1% | $79,858+182.4% |
| Participation rate | 87.1% | 58.8%+28.3pp | 72.2%+14.9pp | 69.6%+17.5pp |
| Annual return | 14.05% | 19.01%-5.0pp | 36.33%-22.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,931 | $1,321+121.8% | $3,704-20.9% | $2,471+18.6% |
| Participant deferral / active EE | $6,367 | $2,420+163.1% | $3,499+82.0% | $3,740+70.2% |
| Admin fee / account holder | $10,931 | $3,984+174.4% | $6,684+63.5% | $5,306+106.0% |