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 | $191,532 | $51,175+274.3% | $70,515+171.6% | $75,163+154.8% |
| Participation rate | 97.9% | 60.9%+36.9pp | 68.3%+29.5pp | 67.2%+30.7pp |
| Annual return | 22.06% | 30.02%-8.0pp | 32.77%-10.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,994 | $1,826+118.7% | $2,973+34.3% | $2,670+49.6% |
| Participant deferral / active EE | $11,047 | $2,849+287.7% | $4,567+141.9% | $4,125+167.8% |
| Admin fee / account holder | $9,960 | $4,091+143.5% | $6,412+55.3% | $5,651+76.3% |