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 | $202,471 | $95,803+111.3% | $113,168+78.9% | $84,808+138.7% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.6pp |
| Annual return | 16.16% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,925 | $2,360+151.1% | $2,975+99.1% | $2,631+125.2% |
| Participant deferral / active EE | $10,424 | $4,242+145.7% | $5,107+104.1% | $4,212+147.5% |
| Admin fee / account holder | $15,852 | $8,989+76.4% | $12,068+31.4% | $7,344+115.9% |