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 | $220,092 | $123,793+77.8% | $177,821+23.8% | $79,858+175.6% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 12.44% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,707 | $4,095+63.8% | $5,918+13.3% | $2,471+171.5% |
| Participant deferral / active EE | $12,107 | $5,956+103.3% | $7,714+56.9% | $3,740+223.7% |
| Admin fee / account holder | $5,526 | $7,243-23.7% | $12,427-55.5% | $5,306+4.1% |