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 | $239,892 | $95,803+150.4% | $113,168+112.0% | $84,808+182.9% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 13.82% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,443 | $2,360+257.8% | $2,975+183.8% | $2,631+220.9% |
| Participant deferral / active EE | $5,519 | $4,242+30.1% | $5,107+8.1% | $4,212+31.0% |
| Admin fee / account holder | $10,649 | $8,989+18.5% | $12,068-11.8% | $7,344+45.0% |