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 | $202,603 | $72,277+180.3% | $101,248+100.1% | $79,858+153.7% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 16.28% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,663 | $2,692+110.4% | $3,660+54.8% | $2,471+129.2% |
| Participant deferral / active EE | $3,819 | $3,282+16.4% | $4,370-12.6% | $3,740+2.1% |
| Admin fee / account holder | $9,539 | $4,400+116.8% | $5,945+60.4% | $5,306+79.8% |