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 | $194,494 | $78,422+148.0% | $95,952+102.7% | $79,858+143.5% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.8pp |
| Annual return | 18.97% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,589 | $1,945+33.1% | $2,541+1.9% | $2,471+4.8% |
| Participant deferral / active EE | $5,391 | $3,440+56.7% | $4,167+29.4% | $3,740+44.2% |
| Admin fee / account holder | $19,853 | $5,622+253.1% | $6,795+192.2% | $5,306+274.1% |