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 | $222,059 | $109,413+103.0% | $156,263+42.1% | $84,808+161.8% |
| Participation rate | 83.8% | 72.7%+11.1pp | 78.9%+4.9pp | 68.3%+15.5pp |
| Annual return | 14.21% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,697 | $2,907+96.0% | $4,333+31.5% | $2,631+116.5% |
| Participant deferral / active EE | $12,503 | $4,590+172.4% | $6,158+103.0% | $4,212+196.9% |
| Admin fee / account holder | $13,386 | $9,357+43.1% | $14,255-6.1% | $7,344+82.3% |