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 | $192,055 | $91,190+110.6% | $178,490+7.6% | $79,858+140.5% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 16.07% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,441 | $3,256+67.1% | $5,011+8.6% | $2,471+120.2% |
| Participant deferral / active EE | $6,211 | $3,236+91.9% | $5,202+19.4% | $3,740+66.1% |
| Admin fee / account holder | $5,411 | $6,751-19.9% | $13,984-61.3% | $5,306+2.0% |