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 | $216,410 | $109,359+97.9% | $162,163+33.5% | $72,985+196.5% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 23.78% | 25.46%-1.7pp | 115.59%-91.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $5,157 | $3,907+32.0% | $5,614-8.1% | $2,440+111.4% |
| Participant deferral / active EE | $8,439 | $5,481+54.0% | $7,298+15.6% | $3,607+133.9% |
| Admin fee / account holder | $5,107 | $7,972-35.9% | $10,843-52.9% | $5,124-0.3% |