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 | $197,624 | $72,277+173.4% | $101,248+95.2% | $79,858+147.5% |
| Participation rate | 98.1% | 68.5%+29.7pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | 11.18% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,431 | $2,692+27.5% | $3,660-6.2% | $2,471+38.9% |
| Participant deferral / active EE | $6,630 | $3,282+102.0% | $4,370+51.7% | $3,740+77.3% |
| Admin fee / account holder | $7,653 | $4,400+73.9% | $5,945+28.7% | $5,306+44.2% |