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 | $217,271 | $88,042+146.8% | $138,135+57.3% | $79,858+172.1% |
| Participation rate | 80.5% | 71.4%+9.1pp | 78.7%+1.8pp | 69.6%+10.9pp |
| Annual return | 10.25% | 20.58%-10.3pp | 20.51%-10.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $5,123 | $3,103+65.1% | $5,587-8.3% | $2,471+107.4% |
| Participant deferral / active EE | $8,007 | $4,704+70.2% | $6,431+24.5% | $3,740+114.1% |
| Admin fee / account holder | $15,181 | $7,791+94.8% | $11,856+28.0% | $5,306+186.1% |