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 | $219,431 | $109,413+100.6% | $156,263+40.4% | $84,808+158.7% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.3pp |
| Annual return | 20.10% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $14,286 | $2,907+391.4% | $4,333+229.7% | $2,631+443.0% |
| Participant deferral / active EE | $2,483 | $4,590-45.9% | $6,158-59.7% | $4,212-41.1% |
| Admin fee / account holder | $7,344 | $9,357-21.5% | $14,255-48.5% | $7,3440% |