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 | $187,050 | $81,460+129.6% | $103,333+81.0% | $80,856+131.3% |
| Participation rate | 86.6% | 66.8%+19.7pp | 74.5%+12.1pp | 67.6%+18.9pp |
| Annual return | 10.67% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,130 | $3,105+65.2% | $3,868+32.6% | $2,755+86.2% |
| Participant deferral / active EE | $11,582 | $3,869+199.4% | $5,057+129.0% | $4,296+169.6% |
| Admin fee / account holder | $32,172 | $6,566+389.9% | $8,355+285.1% | $6,918+365.0% |