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 | $200,936 | $106,749+88.2% | $145,433+38.2% | $82,448+143.7% |
| Participation rate | 90.5% | 75.6%+14.8pp | 82.1%+8.4pp | 68.1%+22.4pp |
| Annual return | 21.16% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $19,753 | $3,444+473.5% | $4,554+333.7% | $2,551+674.3% |
| Participant deferral / active EE | $19,765 | $6,519+203.2% | $7,897+150.3% | $4,139+377.5% |
| Admin fee / account holder | $31,986 | $8,390+281.2% | $13,129+143.6% | $7,234+342.1% |