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 | $200,717 | $81,248+147.0% | $155,509+29.1% | $80,856+148.2% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.73% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,656 | $3,100+114.7% | $4,672+42.4% | $2,755+141.6% |
| Participant deferral / active EE | $6,738 | $3,452+95.2% | $5,626+19.8% | $4,296+56.8% |
| Admin fee / account holder | $2,694 | $7,997-66.3% | $15,912-83.1% | $6,918-61.1% |