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 | $189,511 | $101,724+86.3% | $164,813+15.0% | $80,856+134.4% |
| Participation rate | 87.9% | 71.8%+16.0pp | 78.6%+9.3pp | 67.6%+20.2pp |
| Annual return | 13.14% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,811 | $2,953+130.6% | $4,341+56.9% | $2,755+147.2% |
| Participant deferral / active EE | $10,518 | $4,477+134.9% | $6,031+74.4% | $4,296+144.9% |
| Admin fee / account holder | $635 | $8,227-92.3% | $12,690-95.0% | $6,918-90.8% |