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 | $199,398 | $77,899+156.0% | $149,673+33.2% | $75,163+165.3% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $9,039 | $3,137+188.1% | $4,818+87.6% | $2,670+238.6% |
| Participant deferral / active EE | $8,377 | $3,411+145.6% | $5,680+47.5% | $4,125+103.1% |
| Admin fee / account holder | $6,853 | $5,956+15.0% | $13,210-48.1% | $5,651+21.3% |