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 | $192,678 | $78,422+145.7% | $95,952+100.8% | $79,858+141.3% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 13.25% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,909 | $1,945+100.9% | $2,541+53.8% | $2,471+58.2% |
| Participant deferral / active EE | $5,113 | $3,440+48.7% | $4,167+22.7% | $3,740+36.7% |
| Admin fee / account holder | $14,050 | $5,622+149.9% | $6,795+106.8% | $5,306+164.8% |