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 | $230,609 | $77,503+197.6% | $100,391+129.7% | $80,856+185.2% |
| Participation rate | 92.7% | 76.9%+15.8pp | 81.5%+11.2pp | 67.6%+25.1pp |
| Annual return | 16.80% | 37.20%-20.4pp | 49.20%-32.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $11,255 | $2,801+301.9% | $3,942+185.5% | $2,755+308.6% |
| Participant deferral / active EE | $10,473 | $6,820+53.6% | $8,082+29.6% | $4,296+143.8% |
| Admin fee / account holder | $4,709 | $5,897-20.1% | $7,899-40.4% | $6,918-31.9% |