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 | $194,456 | $86,891+123.8% | $142,449+36.5% | $75,163+158.7% |
| Participation rate | 96.1% | 68.5%+27.5pp | 76.8%+19.3pp | 67.2%+28.9pp |
| Annual return | 18.22% | 23.31%-5.1pp | 19.99%-1.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $10,918 | $3,355+225.4% | $4,847+125.2% | $2,670+308.9% |
| Participant deferral / active EE | $14,429 | $4,938+192.2% | $6,283+129.6% | $4,125+249.8% |
| Admin fee / account holder | $21,029 | $7,299+188.1% | $10,011+110.1% | $5,651+272.1% |