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 | $210,796 | $81,460+158.8% | $103,333+104.0% | $80,856+160.7% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 12.85% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $9,350 | $3,105+201.1% | $3,868+141.7% | $2,755+239.4% |
| Participant deferral / active EE | $9,120 | $3,869+135.8% | $5,057+80.3% | $4,296+112.3% |
| Admin fee / account holder | $9,746 | $6,566+48.4% | $8,355+16.7% | $6,918+40.9% |