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 | $147,981 | $48,795+203.3% | $65,493+125.9% | $84,808+74.5% |
| Participation rate | 97.1% | 67.0%+30.1pp | 73.1%+24.0pp | 68.3%+28.7pp |
| Annual return | 19.13% | 20.20%-1.1pp | 982.45%-963.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $11,854 | $1,930+514.3% | $2,574+360.5% | $2,631+350.5% |
| Participant deferral / active EE | $13,444 | $2,928+359.1% | $3,961+239.4% | $4,212+219.2% |
| Admin fee / account holder | $3,784 | $3,877-2.4% | $5,028-24.7% | $7,344-48.5% |