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 | $240,739 | $109,881+119.1% | $150,045+60.4% | $84,808+183.9% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $10,035 | $3,561+181.8% | $4,693+113.8% | $2,631+281.4% |
| Participant deferral / active EE | $11,411 | $6,636+72.0% | $7,997+42.7% | $4,212+170.9% |
| Admin fee / account holder | $11,052 | $8,568+29.0% | $13,435-17.7% | $7,344+50.5% |