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 | $202,589 | $123,793+63.7% | $177,821+13.9% | $79,858+153.7% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 17.73% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,508 | $4,095+83.3% | $5,918+26.9% | $2,471+203.9% |
| Participant deferral / active EE | $14,685 | $5,956+146.5% | $7,714+90.4% | $3,740+292.6% |
| Admin fee / account holder | $40,076 | $7,243+453.3% | $12,427+222.5% | $5,306+655.2% |