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 | $218,668 | $87,013+151.3% | $106,213+105.9% | $80,856+170.4% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.3%+22.3pp | 67.6%+30.0pp |
| Annual return | 13.49% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,191 | $2,395+116.7% | $3,171+63.7% | $2,755+88.4% |
| Participant deferral / active EE | $12,528 | $3,986+214.3% | $5,016+149.8% | $4,296+191.6% |
| Admin fee / account holder | $86,996 | $8,431+931.8% | $11,033+688.5% | $6,918+1157.5% |