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 | $118,153 | $53,822+119.5% | $75,696+56.1% | $85,850+37.6% |
| Participation rate | 90.2% | 69.1%+21.1pp | 74.8%+15.3pp | 69.3%+20.8pp |
| Annual return | 32.41% | 24.54%+7.9pp | 104.53%-72.1pp | 318.53%-286.1pp |
| Employer contribution / active EE | $5,096 | $2,017+152.7% | $2,743+85.8% | $2,565+98.6% |
| Participant deferral / active EE | $5,829 | $2,895+101.3% | $3,821+52.5% | $3,952+47.5% |
| Admin fee / account holder | $3,040 | $3,343-9.1% | $3,619-16.0% | $6,260-51.4% |