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 5-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 | $205,076 | $109,413+87.4% | $156,263+31.2% | $84,808+141.8% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,732 | $2,907+28.4% | $4,333-13.9% | $2,631+41.9% |
| Participant deferral / active EE | $9,167 | $4,590+99.7% | $6,158+48.9% | $4,212+117.7% |
| Admin fee / account holder | $16,936 | $9,357+81.0% | $14,255+18.8% | $7,344+130.6% |