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 | $242,166 | $86,286+180.7% | $111,297+117.6% | $85,850+182.1% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 11.66% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $5,094 | $2,043+149.3% | $2,731+86.5% | $2,565+98.6% |
| Participant deferral / active EE | $6,122 | $3,641+68.2% | $4,487+36.4% | $3,952+54.9% |
| Admin fee / account holder | $8,390 | $8,188+2.5% | $7,964+5.4% | $6,260+34.0% |