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 | $222,480 | $109,881+102.5% | $150,045+48.3% | $84,808+162.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $9,013 | $3,561+153.1% | $4,693+92.0% | $2,631+242.6% |
| Participant deferral / active EE | $10,677 | $6,636+60.9% | $7,997+33.5% | $4,212+153.5% |
| Admin fee / account holder | $10,154 | $8,568+18.5% | $13,435-24.4% | $7,344+38.3% |