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 | $226,306 | $109,881+106.0% | $150,045+50.8% | $84,808+166.8% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $13,705 | $3,561+284.8% | $4,693+192.0% | $2,631+420.9% |
| Participant deferral / active EE | $8,886 | $6,636+33.9% | $7,997+11.1% | $4,212+111.0% |
| Admin fee / account holder | $17,863 | $8,568+108.5% | $13,435+33.0% | $7,344+143.2% |