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 | $205,711 | $76,552+168.7% | $123,892+66.0% | $62,891+227.1% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 7.80% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,478 | $2,883+55.4% | $4,617-3.0% | $2,281+96.3% |
| Participant deferral / active EE | $4,878 | $4,840+0.8% | $5,984-18.5% | $3,203+52.3% |
| Admin fee / account holder | $16,437 | $4,826+240.6% | $8,357+96.7% | $4,296+282.6% |