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 | $190,921 | $91,190+109.4% | $178,490+7.0% | $79,858+139.1% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 18.83% | 24.19%-5.4pp | 151.07%-132.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $6,164 | $3,256+89.3% | $5,011+23.0% | $2,471+149.5% |
| Participant deferral / active EE | $4,150 | $3,236+28.2% | $5,202-20.2% | $3,740+11.0% |
| Admin fee / account holder | $14,306 | $6,751+111.9% | $13,984+2.3% | $5,306+169.6% |