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 | $248,438 | $109,413+127.1% | $156,263+59.0% | $84,808+192.9% |
| Participation rate | 87.7% | 72.7%+15.0pp | 78.9%+8.7pp | 68.3%+19.3pp |
| Annual return | 14.68% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,438 | $2,907+87.1% | $4,333+25.5% | $2,631+106.7% |
| Participant deferral / active EE | $11,882 | $4,590+158.9% | $6,158+92.9% | $4,212+182.1% |
| Admin fee / account holder | $9,875 | $9,357+5.5% | $14,255-30.7% | $7,344+34.5% |