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 | $243,393 | $109,881+121.5% | $150,045+62.2% | $84,808+187.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $10,205 | $3,561+186.6% | $4,693+117.4% | $2,631+287.9% |
| Participant deferral / active EE | $11,630 | $6,636+75.3% | $7,997+45.4% | $4,212+176.1% |
| Admin fee / account holder | $4,850 | $8,568-43.4% | $13,435-63.9% | $7,344-34.0% |