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 | $229,902 | $81,248+183.0% | $155,509+47.8% | $80,856+184.3% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 21.86% | 33.31%-11.5pp | 64.67%-42.8pp | 35.59%-13.7pp |
| Employer contribution / active EE | $11,213 | $3,100+261.7% | $4,672+140.0% | $2,755+307.0% |
| Participant deferral / active EE | $7,828 | $3,452+126.8% | $5,626+39.1% | $4,296+82.2% |
| Admin fee / account holder | $8,104 | $7,997+1.3% | $15,912-49.1% | $6,918+17.1% |