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 | $204,106 | $95,803+113.0% | $113,168+80.4% | $84,808+140.7% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,849 | $2,360+105.5% | $2,975+63.0% | $2,631+84.3% |
| Participant deferral / active EE | $8,482 | $4,242+99.9% | $5,107+66.1% | $4,212+101.4% |
| Admin fee / account holder | $33,122 | $8,989+268.5% | $12,068+174.5% | $7,344+351.0% |