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 | $232,853 | $109,413+112.8% | $156,263+49.0% | $84,808+174.6% |
| Participation rate | 97.7% | 72.7%+25.0pp | 78.9%+18.8pp | 68.3%+29.4pp |
| Annual return | 18.40% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,682 | $2,907+95.5% | $4,333+31.1% | $2,631+116.0% |
| Participant deferral / active EE | $5,178 | $4,590+12.8% | $6,158-15.9% | $4,212+23.0% |
| Admin fee / account holder | $12,177 | $9,357+30.1% | $14,255-14.6% | $7,344+65.8% |