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 | $243,861 | $92,985+162.3% | $153,485+58.9% | $80,856+201.6% |
| Participation rate | 97.8% | 69.0%+28.9pp | 77.1%+20.8pp | 67.6%+30.2pp |
| Annual return | 12.21% | 19.95%-7.7pp | 15.65%-3.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $20,374 | $3,507+480.9% | $5,039+304.4% | $2,755+639.6% |
| Participant deferral / active EE | $10,452 | $5,178+101.9% | $6,757+54.7% | $4,296+143.3% |
| Admin fee / account holder | $57,384 | $8,880+546.2% | $12,724+351.0% | $6,918+729.5% |