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 | $206,172 | $83,477+147.0% | $125,175+64.7% | $72,985+182.5% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 21.52% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $8,234 | $2,345+251.1% | $3,865+113.0% | $2,440+237.5% |
| Participant deferral / active EE | $5,709 | $3,585+59.2% | $4,937+15.6% | $3,607+58.3% |
| Admin fee / account holder | $18,400 | $5,517+233.5% | $9,702+89.7% | $5,124+259.1% |