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 | $248,650 | $72,012+245.3% | $185,823+33.8% | $79,858+211.4% |
| Participation rate | 93.5% | 65.8%+27.7pp | 78.0%+15.4pp | 69.6%+23.8pp |
| Annual return | 17.51% | 23.12%-5.6pp | 35.95%-18.4pp | 31.71%-14.2pp |
| Employer contribution / active EE | $5,755 | $1,965+193.0% | $4,087+40.8% | $2,471+132.9% |
| Participant deferral / active EE | $11,576 | $3,779+206.3% | $5,632+105.5% | $3,740+209.5% |
| Admin fee / account holder | $5,063 | $4,513+12.2% | $9,500-46.7% | $5,306-4.6% |