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 | $235,550 | $138,347+70.3% | $184,203+27.9% | $80,856+191.3% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 11.40% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $8,764 | $4,850+80.7% | $6,427+36.4% | $2,755+218.1% |
| Participant deferral / active EE | $9,534 | $7,071+34.8% | $9,131+4.4% | $4,296+121.9% |
| Admin fee / account holder | $3,781 | $10,483-63.9% | $13,901-72.8% | $6,918-45.3% |