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 | $196,303 | $81,460+141.0% | $103,333+90.0% | $80,856+142.8% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 14.08% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,054 | $3,105+30.6% | $3,868+4.8% | $2,755+47.2% |
| Participant deferral / active EE | $7,593 | $3,869+96.3% | $5,057+50.1% | $4,296+76.8% |
| Admin fee / account holder | $27,410 | $6,566+317.4% | $8,355+228.1% | $6,918+296.2% |