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 | $192,218 | $65,365+194.1% | $92,893+106.9% | $72,985+163.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.73% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $11,860 | $2,594+357.2% | $3,653+224.7% | $2,440+386.1% |
| Participant deferral / active EE | $8,256 | $3,128+163.9% | $4,236+94.9% | $3,607+128.9% |
| Admin fee / account holder | $5,947 | $4,251+39.9% | $5,794+2.6% | $5,124+16.0% |