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 | $210,562 | $78,705+167.5% | $117,854+78.7% | $70,131+200.2% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 20.92% | 23.30%-2.4pp | 335.08%-314.2pp | 73.14%-52.2pp |
| Employer contribution / active EE | $5,242 | $2,223+135.8% | $3,786+38.5% | $2,342+123.8% |
| Participant deferral / active EE | $7,701 | $3,297+133.6% | $4,482+71.8% | $3,332+131.1% |
| Admin fee / account holder | $5,055 | $5,065-0.2% | $8,020-37.0% | $4,645+8.8% |