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 | $236,621 | $72,277+227.4% | $101,248+133.7% | $79,858+196.3% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 13.19% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,964 | $2,692+84.4% | $3,660+35.7% | $2,471+100.9% |
| Participant deferral / active EE | $7,374 | $3,282+124.7% | $4,370+68.7% | $3,740+97.2% |
| Admin fee / account holder | $2,964 | $4,400-32.6% | $5,945-50.1% | $5,306-44.1% |