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 | $108,825+99.1% | $156,181+38.8% | $82,448+162.9% |
| Participation rate | 83.8% | 72.4%+11.4pp | 78.8%+5.0pp | 68.1%+15.7pp |
| Annual return | 16.48% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,000 | $2,870+109.1% | $4,294+39.7% | $2,551+135.2% |
| Participant deferral / active EE | $7,268 | $4,577+58.8% | $6,132+18.5% | $4,139+75.6% |
| Admin fee / account holder | $8,199 | $9,341-12.2% | $14,586-43.8% | $7,234+13.3% |