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 | $203,751 | $91,552+122.6% | $133,956+52.1% | $79,858+155.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 17.39% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,876 | $2,384+62.6% | $3,919-1.1% | $2,471+56.9% |
| Participant deferral / active EE | $10,835 | $3,733+190.2% | $5,048+114.7% | $3,740+189.7% |
| Admin fee / account holder | $19,406 | $6,321+207.0% | $8,927+117.4% | $5,306+265.7% |