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 | $182,223 | $69,515+162.1% | $86,874+109.8% | $85,850+112.3% |
| Participation rate | 93.9% | 66.3%+27.6pp | 71.6%+22.3pp | 69.3%+24.6pp |
| Annual return | 12.94% | 20.12%-7.2pp | 63.52%-50.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $4,349 | $1,880+131.3% | $2,495+74.3% | $2,565+69.5% |
| Participant deferral / active EE | $6,846 | $2,919+134.5% | $3,699+85.1% | $3,952+73.2% |
| Admin fee / account holder | $5,593 | $5,972-6.4% | $5,828-4.0% | $6,260-10.7% |