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 | $175,720 | $72,277+143.1% | $101,248+73.6% | $79,858+120.0% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | 14.51% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $7,571 | $2,692+181.3% | $3,660+106.9% | $2,471+206.4% |
| Participant deferral / active EE | $7,184 | $3,282+118.9% | $4,370+64.4% | $3,740+92.1% |
| Admin fee / account holder | $1,231 | $4,400-72.0% | $5,945-79.3% | $5,306-76.8% |