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 | $230,256 | $94,625+143.3% | $116,228+98.1% | $84,808+171.5% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.6%+4.0pp | 68.3%+10.3pp |
| Annual return | 12.49% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,679 | $2,347+14.1% | $2,994-10.5% | $2,631+1.8% |
| Participant deferral / active EE | $7,596 | $3,972+91.3% | $4,953+53.4% | $4,212+80.4% |
| Admin fee / account holder | $30,800 | $10,091+205.2% | $11,989+156.9% | $7,344+319.4% |