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 | $205,856 | $109,413+88.1% | $156,263+31.7% | $84,808+142.7% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 14.41% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,716 | $2,907+62.2% | $4,333+8.8% | $2,631+79.2% |
| Participant deferral / active EE | $4,683 | $4,590+2.0% | $6,158-24.0% | $4,212+11.2% |
| Admin fee / account holder | $12,469 | $9,357+33.3% | $14,255-12.5% | $7,344+69.8% |