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 | $242,562 | $148,978+62.8% | $200,582+20.9% | $84,808+186.0% |
| Participation rate | 96.4% | 84.2%+12.1pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 16.39% | 28.16%-11.8pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $12,388 | $4,815+157.3% | $6,419+93.0% | $2,631+370.8% |
| Participant deferral / active EE | $12,899 | $7,142+80.6% | $9,331+38.2% | $4,212+206.3% |
| Admin fee / account holder | $13,020 | $13,977-6.9% | $16,305-20.1% | $7,344+77.3% |