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 | $185,227 | $72,277+156.3% | $101,248+82.9% | $79,858+131.9% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.8%+22.8pp | 69.6%+28.9pp |
| Annual return | 17.46% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $7,777 | $2,692+188.9% | $3,660+112.5% | $2,471+214.8% |
| Participant deferral / active EE | $10,457 | $3,282+218.6% | $4,370+139.3% | $3,740+179.6% |
| Admin fee / account holder | $8,349 | $4,400+89.7% | $5,945+40.4% | $5,306+57.3% |