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 | $220,106 | $81,460+170.2% | $103,333+113.0% | $80,856+172.2% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 11.38% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,516 | $3,105-19.0% | $3,868-35.0% | $2,755-8.7% |
| Participant deferral / active EE | $6,910 | $3,869+78.6% | $5,057+36.6% | $4,296+60.8% |
| Admin fee / account holder | $26,469 | $6,566+303.1% | $8,355+216.8% | $6,918+282.6% |