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 | $212,819 | $138,347+53.8% | $184,203+15.5% | $80,856+163.2% |
| Participation rate | 93.7% | 83.9%+9.8pp | 86.8%+6.8pp | 67.6%+26.0pp |
| Annual return | 14.44% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $23,372 | $4,850+381.8% | $6,427+263.7% | $2,755+748.4% |
| Participant deferral / active EE | $20,382 | $7,071+188.3% | $9,131+123.2% | $4,296+374.5% |
| Admin fee / account holder | $18,311 | $10,483+74.7% | $13,901+31.7% | $6,918+164.7% |