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 | $244,940 | $81,248+201.5% | $155,509+57.5% | $80,856+202.9% |
| Participation rate | 91.1% | 66.2%+24.8pp | 78.2%+12.9pp | 67.6%+23.4pp |
| Annual return | 11.91% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $7,755 | $3,100+150.1% | $4,672+66.0% | $2,755+181.5% |
| Participant deferral / active EE | $6,386 | $3,452+85.0% | $5,626+13.5% | $4,296+48.7% |
| Admin fee / account holder | $75,946 | $7,997+849.6% | $15,912+377.3% | $6,918+997.8% |