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 | $205,653 | $109,359+88.1% | $162,163+26.8% | $72,985+181.8% |
| Participation rate | 98.1% | 84.3%+13.9pp | 87.6%+10.6pp | 69.5%+28.6pp |
| Annual return | 23.06% | 25.46%-2.4pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,625 | $3,907+44.0% | $5,614+0.2% | $2,440+130.6% |
| Participant deferral / active EE | $8,598 | $5,481+56.9% | $7,298+17.8% | $3,607+138.3% |
| Admin fee / account holder | $9,182 | $7,972+15.2% | $10,843-15.3% | $5,124+79.2% |