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 | $233,097 | $106,749+118.4% | $145,433+60.3% | $82,448+182.7% |
| Participation rate | 91.5% | 75.6%+15.8pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $5,270 | $3,444+53.0% | $4,554+15.7% | $2,551+106.6% |
| Participant deferral / active EE | $11,367 | $6,519+74.4% | $7,897+43.9% | $4,139+174.6% |
| Admin fee / account holder | $4,015 | $8,390-52.1% | $13,129-69.4% | $7,234-44.5% |