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 | $223,466 | $83,477+167.7% | $125,175+78.5% | $72,985+206.2% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.5%+29.2pp |
| Annual return | 28.58% | 25.78%+2.8pp | 43.79%-15.2pp | 81.00%-52.4pp |
| Employer contribution / active EE | $7,214 | $2,345+207.6% | $3,865+86.6% | $2,440+195.7% |
| Participant deferral / active EE | $13,735 | $3,585+283.1% | $4,937+178.2% | $3,607+280.7% |
| Admin fee / account holder | $1,208 | $5,517-78.1% | $9,702-87.6% | $5,124-76.4% |