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 | $203,511 | $63,861+218.7% | $104,607+94.5% | $79,858+154.8% |
| Participation rate | 98.4% | 64.9%+33.5pp | 74.1%+24.3pp | 69.6%+28.8pp |
| Annual return | 15.47% | 21.30%-5.8pp | 340.46%-325.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,130 | $1,588+97.1% | $2,681+16.8% | $2,471+26.7% |
| Participant deferral / active EE | $8,888 | $2,693+230.0% | $3,740+137.7% | $3,740+137.7% |
| Admin fee / account holder | $3,854 | $4,185-7.9% | $6,473-40.5% | $5,306-27.4% |