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 | $185,555 | $73,933+151.0% | $96,683+91.9% | $75,163+146.9% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 18.55% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $10,200 | $2,928+248.4% | $3,737+173.0% | $2,670+282.1% |
| Participant deferral / active EE | $9,061 | $3,659+147.7% | $4,878+85.7% | $4,125+119.7% |
| Admin fee / account holder | $13,828 | $5,216+165.1% | $6,730+105.5% | $5,651+144.7% |