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 | $220,969 | $138,347+59.7% | $184,203+20.0% | $80,856+173.3% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 12.33% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,323 | $4,850+51.0% | $6,427+13.9% | $2,755+165.8% |
| Participant deferral / active EE | $8,714 | $7,071+23.2% | $9,131-4.6% | $4,296+102.8% |
| Admin fee / account holder | $26,921 | $10,483+156.8% | $13,901+93.7% | $6,918+289.1% |