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 | $192,512 | $76,367+152.1% | $93,606+105.7% | $72,985+163.8% |
| Participation rate | 97.4% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.9pp |
| Annual return | 22.13% | 25.82%-3.7pp | 32.76%-10.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,060 | $2,275+78.5% | $2,718+49.4% | $2,440+66.4% |
| Participant deferral / active EE | $12,902 | $3,538+264.7% | $4,069+217.1% | $3,607+257.7% |
| Admin fee / account holder | $8,694 | $6,838+27.1% | $7,888+10.2% | $5,124+69.7% |