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 | $203,972 | $101,724+100.5% | $164,813+23.8% | $80,856+152.3% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.6%+10.4pp |
| Annual return | 13.84% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,735 | $2,953+60.3% | $4,341+9.1% | $2,755+71.9% |
| Participant deferral / active EE | $5,009 | $4,477+11.9% | $6,031-16.9% | $4,296+16.6% |
| Admin fee / account holder | $108,666 | $8,227+1220.8% | $12,690+756.3% | $6,918+1470.8% |