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 | $211,771 | $109,413+93.6% | $156,263+35.5% | $84,808+149.7% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 12.58% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,032 | $2,907+38.7% | $4,333-6.9% | $2,631+53.3% |
| Participant deferral / active EE | $5,245 | $4,590+14.3% | $6,158-14.8% | $4,212+24.5% |
| Admin fee / account holder | $17,495 | $9,357+87.0% | $14,255+22.7% | $7,344+138.2% |