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 | $172,565 | $65,365+164.0% | $92,893+85.8% | $72,985+136.4% |
| Participation rate | 96.6% | 68.3%+28.3pp | 76.0%+20.6pp | 69.5%+27.1pp |
| Annual return | 24.42% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,650 | $2,594+2.2% | $3,653-27.4% | $2,440+8.6% |
| Participant deferral / active EE | $8,794 | $3,128+181.1% | $4,236+107.6% | $3,607+143.8% |
| Admin fee / account holder | $9,854 | $4,251+131.8% | $5,794+70.1% | $5,124+92.3% |