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 | $210,549 | $95,803+119.8% | $113,168+86.1% | $84,808+148.3% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 16.45% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,703 | $2,360+14.5% | $2,975-9.1% | $2,631+2.7% |
| Participant deferral / active EE | $7,408 | $4,242+74.6% | $5,107+45.1% | $4,212+75.9% |
| Admin fee / account holder | $14,981 | $8,989+66.7% | $12,068+24.1% | $7,344+104.0% |