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 | $227,182 | $123,793+83.5% | $177,821+27.8% | $79,858+184.5% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 18.79% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $6,648 | $4,095+62.3% | $5,918+12.3% | $2,471+169.1% |
| Participant deferral / active EE | $8,867 | $5,956+48.9% | $7,714+14.9% | $3,740+137.1% |
| Admin fee / account holder | $5,055 | $7,243-30.2% | $12,427-59.3% | $5,306-4.7% |