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 | $216,722 | $109,413+98.1% | $156,263+38.7% | $84,808+155.5% |
| Participation rate | 83.8% | 72.7%+11.1pp | 78.9%+4.9pp | 68.3%+15.5pp |
| Annual return | 16.48% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,000 | $2,907+106.4% | $4,333+38.5% | $2,631+128.1% |
| Participant deferral / active EE | $7,268 | $4,590+58.4% | $6,158+18.0% | $4,212+72.6% |
| Admin fee / account holder | $8,199 | $9,357-12.4% | $14,255-42.5% | $7,344+11.6% |