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 | $243,009 | $109,881+121.2% | $150,045+62.0% | $84,808+186.5% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 15.53% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,299 | $3,561+20.7% | $4,693-8.4% | $2,631+63.4% |
| Participant deferral / active EE | $12,095 | $6,636+82.3% | $7,997+51.2% | $4,212+187.2% |
| Admin fee / account holder | $26,767 | $8,568+212.4% | $13,435+99.2% | $7,344+264.5% |