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 | $244,984 | $123,793+97.9% | $177,821+37.8% | $79,858+206.8% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 25.95% | 22.82%+3.1pp | 48.32%-22.4pp | 31.71%-5.8pp |
| Employer contribution / active EE | $4,749 | $4,095+16.0% | $5,918-19.8% | $2,471+92.2% |
| Participant deferral / active EE | $11,435 | $5,956+92.0% | $7,714+48.2% | $3,740+205.7% |
| Admin fee / account holder | $8,835 | $7,243+22.0% | $12,427-28.9% | $5,306+66.5% |