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 | $220,503 | $148,978+48.0% | $200,582+9.9% | $84,808+160.0% |
| Participation rate | 95.1% | 84.2%+10.9pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 21.91% | 28.16%-6.3pp | 42.33%-20.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $7,071 | $4,815+46.8% | $6,419+10.2% | $2,631+168.8% |
| Participant deferral / active EE | $11,856 | $7,142+66.0% | $9,331+27.1% | $4,212+181.5% |
| Admin fee / account holder | $30,427 | $13,977+117.7% | $16,305+86.6% | $7,344+314.3% |