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 | $202,412 | $90,674+123.2% | $96,707+109.3% | $82,448+145.5% |
| Participation rate | 91.9% | 75.9%+15.9pp | 80.4%+11.5pp | 68.1%+23.8pp |
| Annual return | 17.93% | 49.05%-31.1pp | 34.78%-16.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $7,229 | $3,975+81.9% | $4,191+72.5% | $2,551+183.4% |
| Participant deferral / active EE | $12,970 | $5,696+127.7% | $5,997+116.3% | $4,139+213.3% |
| Admin fee / account holder | $12,737 | $7,568+68.3% | $7,503+69.8% | $7,234+76.1% |