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 | $216,929 | $80,717+168.8% | $154,803+40.1% | $84,808+155.8% |
| Participation rate | 95.1% | 66.8%+28.3pp | 78.1%+17.1pp | 68.3%+26.8pp |
| Annual return | 17.11% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $8,989 | $2,761+225.5% | $4,305+108.8% | $2,631+241.7% |
| Participant deferral / active EE | $4,950 | $3,303+49.9% | $5,540-10.7% | $4,212+17.5% |
| Admin fee / account holder | $19,290 | $6,746+186.0% | $14,329+34.6% | $7,344+162.7% |