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 | $240,585 | $148,978+61.5% | $200,582+19.9% | $84,808+183.7% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 15.57% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $10,540 | $4,815+118.9% | $6,419+64.2% | $2,631+300.6% |
| Participant deferral / active EE | $28,559 | $7,142+299.9% | $9,331+206.1% | $4,212+578.1% |
| Admin fee / account holder | $98,594 | $13,977+605.4% | $16,305+504.7% | $7,344+1242.6% |