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 | $240,116 | $95,803+150.6% | $113,168+112.2% | $84,808+183.1% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,454 | $2,360+46.4% | $2,975+16.1% | $2,631+31.3% |
| Participant deferral / active EE | $8,859 | $4,242+108.8% | $5,107+73.5% | $4,212+110.3% |
| Admin fee / account holder | $17,187 | $8,989+91.2% | $12,068+42.4% | $7,344+134.0% |