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 | $189,838 | $81,460+133.0% | $103,333+83.7% | $80,856+134.8% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 13.15% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,561 | $3,105+14.7% | $3,868-7.9% | $2,755+29.3% |
| Participant deferral / active EE | $11,645 | $3,869+201.0% | $5,057+130.3% | $4,296+171.1% |
| Admin fee / account holder | $17,200 | $6,566+161.9% | $8,355+105.9% | $6,918+148.6% |