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 | $249,889 | $106,749+134.1% | $145,433+71.8% | $82,448+203.1% |
| Participation rate | 88.1% | 75.6%+12.5pp | 82.1%+6.0pp | 68.1%+20.1pp |
| Annual return | 19.95% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,909 | $3,444+13.5% | $4,554-14.2% | $2,551+53.2% |
| Participant deferral / active EE | $11,341 | $6,519+74.0% | $7,897+43.6% | $4,139+174.0% |
| Admin fee / account holder | $9,847 | $8,390+17.4% | $13,129-25.0% | $7,234+36.1% |