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 | $195,749 | $81,460+140.3% | $103,333+89.4% | $80,856+142.1% |
| Participation rate | 94.2% | 66.8%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 23.16% | 25.55%-2.4pp | 24.88%-1.7pp | 35.59%-12.4pp |
| Employer contribution / active EE | $7,552 | $3,105+143.2% | $3,868+95.2% | $2,755+174.1% |
| Participant deferral / active EE | $7,955 | $3,869+105.6% | $5,057+57.3% | $4,296+85.2% |
| Admin fee / account holder | $8,604 | $6,566+31.0% | $8,355+3.0% | $6,918+24.4% |