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 | $180,361 | $63,346+184.7% | $92,233+95.5% | $70,131+157.2% |
| Participation rate | 97.0% | 68.7%+28.3pp | 76.5%+20.5pp | 69.5%+27.5pp |
| Annual return | 14.71% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $5,154 | $2,471+108.6% | $3,679+40.1% | $2,342+120.0% |
| Participant deferral / active EE | $2,675 | $2,854-6.3% | $3,897-31.3% | $3,332-19.7% |
| Admin fee / account holder | $5,478 | $3,840+42.6% | $5,194+5.5% | $4,645+17.9% |