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 | $240,913 | $109,413+120.2% | $156,263+54.2% | $84,808+184.1% |
| Participation rate | 91.2% | 72.7%+18.5pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 14.49% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,983 | $2,907+174.6% | $4,333+84.2% | $2,631+203.4% |
| Participant deferral / active EE | $6,483 | $4,590+41.3% | $6,158+5.3% | $4,212+53.9% |
| Admin fee / account holder | $11,902 | $9,357+27.2% | $14,255-16.5% | $7,344+62.1% |