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 | $220,102 | $72,277+204.5% | $101,248+117.4% | $79,858+175.6% |
| Participation rate | 92.7% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 20.92% | 22.30%-1.4pp | 46.47%-25.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $9,237 | $2,692+243.2% | $3,660+152.4% | $2,471+273.8% |
| Participant deferral / active EE | $4,065 | $3,282+23.9% | $4,370-7.0% | $3,740+8.7% |
| Admin fee / account holder | $3,498 | $4,400-20.5% | $5,945-41.2% | $5,306-34.1% |