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 | $217,273 | $81,460+166.7% | $103,333+110.3% | $80,856+168.7% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 19.58% | 25.55%-6.0pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $5,906 | $3,105+90.2% | $3,868+52.7% | $2,755+114.4% |
| Participant deferral / active EE | $9,002 | $3,869+132.7% | $5,057+78.0% | $4,296+109.6% |
| Admin fee / account holder | $2,720 | $6,566-58.6% | $8,355-67.4% | $6,918-60.7% |