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 | $192,977 | $54,762+252.4% | $90,281+113.8% | $72,985+164.4% |
| Participation rate | 97.4% | 65.1%+32.3pp | 73.3%+24.2pp | 69.5%+27.9pp |
| Annual return | 17.11% | 30.63%-13.5pp | 78.10%-61.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,813 | $2,092+82.2% | $2,854+33.6% | $2,440+56.3% |
| Participant deferral / active EE | $1,847 | $2,887-36.0% | $3,885-52.5% | $3,607-48.8% |
| Admin fee / account holder | $10,459 | $3,972+163.3% | $5,351+95.4% | $5,124+104.1% |