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 | $218,012 | $108,825+100.3% | $156,181+39.6% | $82,448+164.4% |
| Participation rate | 97.4% | 72.4%+25.0pp | 78.8%+18.5pp | 68.1%+29.3pp |
| Annual return | 18.07% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,062 | $2,870+41.5% | $4,294-5.4% | $2,551+59.2% |
| Participant deferral / active EE | $12,376 | $4,577+170.4% | $6,132+101.8% | $4,139+199.0% |
| Admin fee / account holder | $3,529 | $9,341-62.2% | $14,586-75.8% | $7,234-51.2% |