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 | $220,590 | $98,750+123.4% | $149,696+47.4% | $79,858+176.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 17.35% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $8,688 | $3,216+170.1% | $4,644+87.1% | $2,471+251.6% |
| Participant deferral / active EE | $10,927 | $5,680+92.4% | $6,842+59.7% | $3,740+192.2% |
| Admin fee / account holder | $2,801 | $6,053-53.7% | $9,309-69.9% | $5,306-47.2% |