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 | $208,348 | $72,277+188.3% | $101,248+105.8% | $79,858+160.9% |
| Participation rate | 86.8% | 68.5%+18.4pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | 16.94% | 22.30%-5.4pp | 46.47%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $7,089 | $2,692+163.4% | $3,660+93.7% | $2,471+186.9% |
| Participant deferral / active EE | $8,782 | $3,282+167.6% | $4,370+101.0% | $3,740+134.8% |
| Admin fee / account holder | $1,284 | $4,400-70.8% | $5,945-78.4% | $5,306-75.8% |