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 | $204,870 | $103,966+97.1% | $112,887+81.5% | $75,163+172.6% |
| Participation rate | 84.8% | 75.7%+9.1pp | 80.5%+4.3pp | 67.2%+17.6pp |
| Annual return | 20.70% | 24.54%-3.8pp | 34.10%-13.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $10,803 | $3,870+179.1% | $4,563+136.7% | $2,670+304.6% |
| Participant deferral / active EE | $4,836 | $5,456-11.4% | $6,513-25.7% | $4,125+17.2% |
| Admin fee / account holder | $17,093 | $7,663+123.0% | $7,047+142.6% | $5,651+202.5% |