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 | $200,196 | $81,248+146.4% | $155,509+28.7% | $80,856+147.6% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 13.14% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,141 | $3,100+130.3% | $4,672+52.8% | $2,755+159.2% |
| Participant deferral / active EE | $5,623 | $3,452+62.9% | $5,6260% | $4,296+30.9% |
| Admin fee / account holder | $7,567 | $7,997-5.4% | $15,912-52.4% | $6,918+9.4% |