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 | $222,504 | $114,381+94.5% | $107,525+106.9% | $142,382+56.3% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 15.81% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $14,354 | $4,015+257.5% | $3,754+282.4% | $4,299+233.9% |
| Participant deferral / active EE | $7,693 | $5,564+38.3% | $5,116+50.4% | $6,507+18.2% |
| Admin fee / account holder | $10,090 | $9,860+2.3% | $8,919+13.1% | $12,624-20.1% |