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 | $237,421 | $54,762+333.5% | $90,281+163.0% | $72,985+225.3% |
| Participation rate | 91.9% | 65.1%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 24.29% | 30.63%-6.3pp | 78.10%-53.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $10,446 | $2,092+399.2% | $2,854+266.0% | $2,440+328.2% |
| Participant deferral / active EE | $8,272 | $2,887+186.5% | $3,885+112.9% | $3,607+129.3% |
| Admin fee / account holder | $8,822 | $3,972+122.1% | $5,351+64.9% | $5,124+72.2% |