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 | $109,881+82.9% | $150,045+33.9% | $84,808+136.9% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 21.16% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $19,753 | $3,561+454.7% | $4,693+320.9% | $2,631+650.8% |
| Participant deferral / active EE | $19,765 | $6,636+197.9% | $7,997+147.2% | $4,212+369.3% |
| Admin fee / account holder | $31,986 | $8,568+273.3% | $13,435+138.1% | $7,344+335.6% |