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 | $183,246 | $57,065+221.1% | $75,670+142.2% | $70,131+161.3% |
| Participation rate | 96.2% | 68.1%+28.1pp | 72.3%+23.8pp | 69.5%+26.6pp |
| Annual return | 15.32% | 23.57%-8.2pp | 27.34%-12.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,525 | $1,817-16.1% | $2,352-35.2% | $2,342-34.9% |
| Participant deferral / active EE | $6,589 | $2,580+155.4% | $3,142+109.7% | $3,332+97.8% |
| Admin fee / account holder | $7,260 | $3,825+89.8% | $5,800+25.2% | $4,645+56.3% |