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 | $228,657 | $101,763+124.7% | $164,866+38.7% | $80,874+182.7% |
| Participation rate | 81.4% | 71.8%+9.6pp | 78.6%+2.8pp | 67.6%+13.7pp |
| Annual return | 15.41% | 16.73%-1.3pp | 69.97%-54.6pp | 35.62%-20.2pp |
| Employer contribution / active EE | $5,526 | $2,954+87.0% | $4,343+27.2% | $2,756+100.5% |
| Participant deferral / active EE | $8,118 | $4,477+81.4% | $6,033+34.6% | $4,297+88.9% |
| Admin fee / account holder | $7,690 | $8,228-6.5% | $12,689-39.4% | $6,935+10.9% |