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 | $220,598 | $109,413+101.6% | $156,263+41.2% | $84,808+160.1% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 14.10% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,662 | $2,907+60.4% | $4,333+7.6% | $2,631+77.2% |
| Participant deferral / active EE | $12,590 | $4,590+174.3% | $6,158+104.4% | $4,212+198.9% |
| Admin fee / account holder | $13,917 | $9,357+48.7% | $14,255-2.4% | $7,344+89.5% |