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 | $248,164 | $95,803+159.0% | $113,168+119.3% | $84,808+192.6% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.3pp |
| Annual return | 15.24% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $7,671 | $2,360+225.1% | $2,975+157.8% | $2,631+191.6% |
| Participant deferral / active EE | $10,078 | $4,242+137.6% | $5,107+97.3% | $4,212+139.3% |
| Admin fee / account holder | $32,313 | $8,989+259.5% | $12,068+167.8% | $7,344+340.0% |