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 | $226,916 | $138,347+64.0% | $184,203+23.2% | $80,856+180.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 14.04% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $12,033 | $4,850+148.1% | $6,427+87.2% | $2,755+336.8% |
| Participant deferral / active EE | $20,119 | $7,071+184.5% | $9,131+120.3% | $4,296+368.3% |
| Admin fee / account holder | $4,692 | $10,483-55.2% | $13,901-66.2% | $6,918-32.2% |