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 | $232,063 | $95,803+142.2% | $113,168+105.1% | $84,808+173.6% |
| Participation rate | 85.5% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.2pp |
| Annual return | 14.31% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,958 | $2,360+67.7% | $2,975+33.0% | $2,631+50.4% |
| Participant deferral / active EE | $4,769 | $4,242+12.4% | $5,107-6.6% | $4,212+13.2% |
| Admin fee / account holder | $19,086 | $8,989+112.3% | $12,068+58.2% | $7,344+159.9% |