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 | $235,821 | $146,267+61.2% | $197,124+19.6% | $82,448+186.0% |
| Participation rate | 96.9% | 84.0%+12.9pp | 86.7%+10.2pp | 68.1%+28.8pp |
| Annual return | 17.64% | 29.61%-12.0pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $12,057 | $4,723+155.3% | $6,227+93.6% | $2,551+372.7% |
| Participant deferral / active EE | $14,449 | $7,035+105.4% | $9,135+58.2% | $4,139+249.1% |
| Admin fee / account holder | $22,376 | $14,422+55.2% | $16,298+37.3% | $7,234+209.3% |