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 | $106,749+125.5% | $145,433+65.5% | $82,448+192.0% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 19.33% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $10,035 | $3,444+191.3% | $4,554+120.3% | $2,551+293.4% |
| Participant deferral / active EE | $11,411 | $6,519+75.0% | $7,897+44.5% | $4,139+175.7% |
| Admin fee / account holder | $11,052 | $8,390+31.7% | $13,129-15.8% | $7,234+52.8% |