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 | $203,782 | $109,413+86.2% | $156,263+30.4% | $84,808+140.3% |
| Participation rate | 98.7% | 72.7%+26.0pp | 78.9%+19.8pp | 68.3%+30.4pp |
| Annual return | 16.15% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $13,971 | $2,907+380.6% | $4,333+222.4% | $2,631+431.0% |
| Participant deferral / active EE | $13,407 | $4,590+192.1% | $6,158+117.7% | $4,212+218.3% |
| Admin fee / account holder | $1,750 | $9,357-81.3% | $14,255-87.7% | $7,344-76.2% |